Barron's Analyst Roundup: Datadog, Navitas, Owens Corning, Resolve Group, CarMax
Barron's digest of recent notes from Evercore ISI, Needham, StoneX, TD Cowen and Seaport on five US-listed companies, with ratings and targets.
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what happened
Barron's published a set of recent research reports from investment and research firms. Evercore ISI kept Datadog at Outperform after fiscal third-quarter revenue rose 35% to $1.2 billion and operating margin reached 26.1%. However, guidance for fourth-quarter revenue growth of about 25% at the midpoint fell short of the firm's estimate, and the report says shares dropped about 19% premarket.
Needham reiterated Buy on Navitas Semiconductor and cut its target to $15, citing multiple compression across the industry, even though third-quarter results and fourth-quarter guidance came in ahead of Street expectations. StoneX Research kept Hold on Owens Corning, which missed estimates across the board as residential demand stayed weak and Roofing sales fell about 16% year over year.
TD Cowen kept Buy on Resolve Group with a $25 target, noting 20% top-line growth but a fourth-quarter EBITDA margin guide below Street expectations. Seaport Research Partners rated CarMax Neutral, calling the Shift Into GEAR plan logical while it waits for evidence of execution.
why it matters
These are individual broker opinions on specific stocks, so the effect on broad indexes is limited. The sharpest reactions were in Datadog and Owens Corning, where results and outlooks diverged from market expectations.
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- Research Reports — Barrons.com, 6 November 2026 at 23:25 UTC
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