Viant (DSP) Moves 18.6% Higher: Will This Strength Last?

DSP surged 18.6% to $11.88 on elevated volume, fueled by growth across verticals including Connected TV and expanded AI utilization. The move comes ahead of quarterly earnings expected to show $0.18 per share, up 50% year-over-year, on revenue of $109.15 million, a 27.5% jump from the prior year.

Despite the sharp rally, DSP carries a Zacks Rank #3 (Hold) rating, reflecting no change in earnings estimate revisions over the past 30 days. The unchanged consensus suggests analysts see the current quarter as priced in, even as the company continues to scale its demand-side platform and capitalize on programmatic advertising trends.

Meanwhile, APP, a peer in technology services, declined 4.2% to $308.06, reflecting sector rotation or profit-taking within ad-tech names.