Weekly Picks: 🫣 DSP's Potential, VOLV's Bold Plans and DOCN's Tailwinds

Welcome to Weekly Picks, where each week our analysts hand pick their favourite Narratives from the community ( what is a Narrative? ).

This week’s picks cover:

  • 📺 Why Viant Technology is well positioned in the booming connected TV market,
  • 🚘 How Volvo will grow into a global leader in electric and autonomous trucks
  • ☁️ Why Digital Ocean has multiple tailwinds driving its adoption

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What's next?

  1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.

  2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.

  3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .

  4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Michael Paige

Michael Paige

Michael is the Content Lead at Simply Wall St. With over 9 years of experience analysing and researching companies, Michael contributes to the creation of our analytical content and has done so as an equity analyst since 2020. He previously worked as an Associate Adviser at Ord Minnett, helping build and manage clients' portfolios, and has been investing personally since 2015.

About NasdaqGS:DSP

Viant Technology

Operates as an advertising technology company.

Flawless balance sheet with solid track record.

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Weekly Picks

JO
Jolt_Communications
MYSE logo
Jolt_Communications on Myseum ·

The Future of Social Sharing Is Private and People Are Ready

Fair Value:US$7.9577.1% undervalued
27 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
TO
Tokyo
ASML logo
Tokyo on ASML Holding ·

EU#3 - From Philips Management Buyout to Europe’s Biggest Company

Fair Value:€1.31k7.1% undervalued
29 users have followed this narrative
4 users have commented on this narrative
11 users have liked this narrative
YI
BKNG logo
yiannisz on Booking Holdings ·

Booking Holdings: Why Ground-Level Travel Trends Still Favor the Platform Giants

Fair Value:US$5.47k8.5% undervalued
7 users have followed this narrative
0 users have commented on this narrative
4 users have liked this narrative
CO
composite32
SHEL logo
composite32 on Shell ·

A fully integrated LNG business seems to be ignored by the market.

Fair Value:UK£36.122.6% undervalued
38 users have followed this narrative
0 users have commented on this narrative
9 users have liked this narrative

Updated Narratives

EM
PRESCO logo
emndy on Presco ·

High Quality Business and a true compounding machine

Fair Value:₦2.2k25.7% undervalued
10 users have followed this narrative
2 users have commented on this narrative
0 users have liked this narrative
CL
Clive_Thompson
ROG logo
Clive_Thompson on Roche Holding ·

Roche Holding AG To Benefit From Strong Drug Pipeline In 2027 And Beyond

Fair Value:CHF 430.0118.4% undervalued
5 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
CO
composite32
OTKAR logo
composite32 on Otokar Otomotiv ve Savunma Sanayi ·

Otokar is the first choice for tactical armored land vehicles to meet Europe's defense industry needs.

Fair Value:₺668.1135.3% undervalued
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

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OO
NEO logo
OOO97 on Neo Performance Materials ·

Undervalued Key Player in Magnets/Rare Earth

Fair Value:CA$25.3324.4% undervalued
72 users have followed this narrative
0 users have commented on this narrative
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AN
AnalystConsensusTarget
NVDA logo
AnalystConsensusTarget on NVIDIA ·

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value:US$253.0224.5% undervalued
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AnalystConsensusTarget on Amazon.com ·

AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead

Fair Value:US$295.6119.1% undervalued
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