Update shared on04 Sep 2025
Fair value Decreased 2.56%Viant Technology’s price target was modestly reduced to $19.00 as near-term caution over Q3 guidance and campaign delays offset optimism around its differentiated CTV technology and promising AI product cycle.
Analyst Commentary
- Bullish analysts highlight Viant's competitively differentiated technology for Connected TV advertisers, viewing its positioning as superior within the ad tech landscape.
- Bullish analysts see a compelling AI-powered product launch cycle as a catalyst for future growth.
- Q2 financial results were solid, with revenue, contribution ex-TAC, and adjusted EBITDA all meeting or exceeding guidance.
- Bearish analysts express near-term caution due to Q3 guidance coming in below expectations, largely attributed to campaign delays and a significant client changing agencies.
- Despite near-term challenges, some analysts see potential upside to forward estimates as headwinds are likely transitory.
What's in the News
- Viant established a strategic partnership with AdTegral, expanding programmatic DSP access to small and mid-sized advertisers through a co-managed model and exclusive Connected TV (CTV) activation.
- Announced integration with Wurl, making Viant the first DSP to deliver scene-level contextual intelligence for CTV, enabling real-time, emotion-based targeting across premium streaming inventory via IRIS.TV-powered tools.
- Issued third-quarter 2025 revenue guidance of $83.5 million to $86.5 million.
- Completed repurchase of 3,771,959 shares (23.05%) for $49.97 million under its buyback program.
- Integrated with LG Ad Solutions, allowing addressable, identity-powered programmatic access to 45 million LG smart TVs and enabling content-level contextual targeting via IRIS.TV's IRIS_ID.
Valuation Changes
Summary of Valuation Changes for Viant Technology
- The Consensus Analyst Price Target has fallen slightly from $19.50 to $19.00.
- The Net Profit Margin for Viant Technology has significantly risen from 2.04% to 5.49%.
- The Future P/E for Viant Technology has significantly fallen from 184.69x to 15.83x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.