Viant expands Direct Access: 11 rate Viant Technology stock

Published on 10/01/2026 at 16:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 34.00 percent to USD 104.3 million. 11 analysts rate Viant Technology stock, and third-quarter guidance is USD 107.5-110.5 million.

DSP, US92556H1077, Illustration mit AI erstellt.

Viant Technology (US92556H1077) expanded Direct Access to private marketplace and programmatic guaranteed connected television deals on September 24, 2026. PPC Land reported that the route now connects buyers with publishers through FreeWheel, SpringServe, Publica and custom OpenRTB integrations, reaching publishers representing 94.00 percent of programmatic demand according to Viant.

Direct Access reaches more deals

The move broadens Direct Access beyond open-market buying, giving advertisers a route into negotiated private marketplace and guaranteed transactions. The strategic importance is measurable: more than 80.00 percent of Viant's connected television ad spend used Direct Access in the second quarter of fiscal 2026, up from more than 50.00 percent in the first quarter, according to the same report.

The expansion also aligns the product with Viant's latest operating performance. In the second quarter of fiscal 2026, revenue rose 34.00 percent year over year to USD 104.3 million, while adjusted EBITDA increased 26.00 percent to USD 14.2 million, ScanX News reported on September 21, 2026.

Revenue guidance points higher

Viant guided for third-quarter fiscal 2026 revenue of USD 107.5 million to USD 110.5 million, a 27.00 percent year-over-year increase at the midpoint. Adjusted EBITDA guidance stands at USD 18.5 million to USD 19.5 million, implying a 29.00 percent contribution ex-trading and acquisition costs margin.

The comparison with the second quarter shows the operating challenge clearly: revenue growth accelerated while the company continued integrating TVision. The connected television channel remains central, accounting for more than 50.00 percent of platform spend and reaching a record level in the second quarter, according to ScanX News.

Analyst targets remain above market

Stock Analysis lists 11 analysts covering DSP and an average 12-month price target of USD 19.50. The same page identifies NASDAQ as the primary exchange and describes Viant as a software application company providing a cloud-based demand-side platform for digital advertising.

Market value and yearly range

On October 1, 2026, DSP had a market capitalization of USD 834.0 million. Its 52-week range was USD 8.11 to USD 14.80, placing the company in a market where its latest quarterly revenue growth and third-quarter guidance provide the clearest operating benchmarks.