5 Best Hardware Stocks to Buy for the AI PC Revolution

4. Viant Technology Inc. (NASDAQ:DSP)

Upside Potential: 45.35% 

On May 5, Viant Technology Inc. (NASDAQ:DSP) announced the successful completion of its acquisition of TVision Insights, the only attention measurement provider offering second-by-second eyes-on-screen attention analytics, co-viewership insights, and in-room presence signals for television audiences. The acquisition enhances Viant’s capabilities in connected TV and advanced audience measurement, strengthening its ability to provide advertisers with more granular engagement and performance data.

On April 16, DA Davidson & Co. analyst Tom White raised the firm’s price target on Viant Technology Inc. (NASDAQ:DSP) to $16 from $15.50 while maintaining a Buy rating following the announcement of the TVision Insights acquisition. The analyst noted that integrating TVision’s existing data licensing revenues is expected to be accretive to Viant’s consolidated take rate, while incorporating the technology into Viant’s core demand-side platform should help attract additional advertising spend over time.

Viant Technology Inc. (NASDAQ:DSP), founded in 1999 and headquartered in Irvine, California, operates a people-based, AI-powered advertising software platform that enables advertisers to target audiences without relying on third-party cookies. While primarily an ad-tech and software company, Viant benefits from the AI and connected device ecosystem through its integration of AI-driven insights with hardware-level data, particularly within the rapidly growing connected TV market.

Viant’s acquisition of TVision significantly strengthens its competitive positioning in the high-growth connected TV and AI-driven advertising analytics market by enhancing its proprietary measurement and targeting capabilities. Combined with positive analyst sentiment and the potential for increased advertising spend through deeper data integration, the company appears well-positioned to capitalize on the continued evolution of digital and AI-powered advertising.