These reports, excerpted and edited by Barron's, were issued recently by investment and research firms. The reports are a sampling of analysts' thinking; they should not be considered the views or recommendations of Barron's. Some of the reports' issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed.

Datadog -- DDOG-Nasdaq Outperform -- $220.52 on Nov. 4 by Evercore ISI Even though Datadog stock was down 22% since the last call, the bar was still high heading into the quarter, as shares are up 62% year to date and a clean "beat and raise" was needed. Datadog delivered a solid about 5% beat (vs. last-12-months average of 4.6%), but the company only guided to estimated fourth-quarter 2026 revenue growth of about 25% at the midpoint, falling short of our 29% walk-up estimate, causing shares to sell off by about 19% premarket.

As far as the results go, Datadog delivered a strong fiscal third quarter highlighted by revenue of $1.2 billion (+35%), slightly decelerating from 36% in the prior quarter but well above management guidance of $1.135 billion to $1.145 billion (+28%-29%) and our/Street estimates of $1.140 billion/$1.146 billion. This equated to a 5% beat, above the 4.3% beat last quarter but slightly below the 5.3% beat in first-quarter 2026, which we think was fine.

Operating margins of 26.1% were above our forecast of 23.3% and Street estimates of 23.5%, which speaks to the company's ability to drive operating leverage even as it invests to drive further growth.

Navitas Semiconductor -- NVTS-Nasdaq Buy -- $8.56 on Nov. 4 by Needham Navitas Semiconductor reported third-quarter 2026 results and fourth-quarter 2026 guidance that came ahead of Street expectations, driven by high-power end markets. Our key takeaways include: 1) Revenue from high-power end markets grew 50% quarter over quarter and triple digits Y/Y. Visibility is improving, as book-to-bill was well above 1.0 and backlog is extending into mid-2027. Heading into fiscal-year 2027, Navitas expects double-digit percentage revenue growth Q/Q throughout the year, with an acceleration in second-half 2027. 2) The acquisition of Claros positions Navitas with a power portfolio that spans from the grid to the xPU. 3) The company's AI infrastructure segment...is forecast to triple Y/Y in fiscal 2027, driven by the transition to 800V DC architectures. We reiterate our Buy rating but lower our target price to $15, reflecting multiple compression across the broader industry.

Owens Corning -- OC-NYSE Hold -- $117.76 on Nov. 4 by StoneX Research Owens Corning reported softer-than-anticipated third-quarter 2026 results recently as persistently challenging residential market conditions, weak storm activity, and rapidly rising transportation and input material costs led to an across-the-board miss of Street estimates.

While it was expected to be a challenging quarter (third-quarter 2026 Asphalt Roofing Manufacturers Association industry shipments down about 13% year over year and total housing starts down about 4% Y/Y), there was optimism for the company's largest segment to outperform the broader market, given the location of some more significant summer storms; ultimately, that was not the case, with Roofing coming in about 16% lower Y/Y. With the storm and build seasons in the rearview mirror, management expects to see a continuation of current market conditions likely to result in channel destocking as we head into year end.

Resolve Group -- RVLV-NYSE Buy -- $21.53 on Nov. 4 by TD Cowen For the next-gen fashion retailer and lifestyle brand focused on Millennial and Gen Z consumers, third-quarter top-line growth impressed at 20% Y/Y, but fourth-quarter implied Ebitda margin guide was below Street, driven by continued investment and elevated freight costs. October growth has moderated to the midteens, with tougher compares ahead in November/December. Still, we see potential upside to holiday expectations, as improving brand resonance and higher marketing spend could support stronger-than-expected demand. Target price: $25.

CarMax -- KMX-NYSE Neutral -- $53.38 on Nov. 3 by Seaport Research Partners The CarMax executive team recently revealed its Shift Into GEAR Strategy. In brief terms, the company plans to reduce costs and operate more efficiently, investing the savings in pricing in order to drive more consistent unit sales growth, which should drive operating leverage and consequently earnings growth. It was very consistent with how the company has been speaking in recent quarters since the arrival of new CEO Keith Barr (now seven months on the job)....

We are encouraged by the company's financial/CAGR targets for fiscal 2026-fiscal 2030 and believe the plan is both logical and sensible and that the growth targets are achievable....Given the company's earnings track record in recent years, midteens earnings-per-share growth is certainly a big improvement -- rough calculations assuming the midpoint implies EPS just under $5 for fiscal 2030. Ascribing a 20 times multiple to that and discounting back three years at 10% suggests a valuation of about $70 per share -- 33% upside compared with today's close....

We are encouraged by the Shift Into GEAR strategy and the corresponding financial targets....That said, there is still execution risk -- so until tangible progress is evident, we wait on the sidelines.

To be considered for this section, material should be sent to Research@barrons.com.