Datadog Shares Crash on Cautious Q4 Outlook as Dozens of Companies Report Q3 2026 Earnings

Datadog was the sharpest market mover in a dense November 4 earnings session, with shares tumbling after the cloud monitoring company's fourth-quarter revenue outlook came in roughly in line with expectations, disappointing investors who had priced in stronger forward guidance despite a solid Q3 beat. The reaction underscored how heavily the market was weighting future growth signals over current results for high-multiple technology names.

Among companies reporting tangible financial detail, The New York Times posted total revenues of $768.5 million for Q3 2026, up 9.7 percent year-over-year from $700.8 million, with digital-only subscription revenues climbing 14.6 percent to $421.3 million. ECARX Holdings reported total revenue of $240.8 million, a 10 percent year-over-year increase driven by a 23 percent rise in goods revenue to $222.7 million, though the company recorded a net loss of $48.6 million. GlobalFoundries posted revenue of $1.899 billion for the quarter alongside a net loss of $270 million. Colliers International grew consolidated revenues 12 percent to $1.64 billion, with net revenues up 13 percent to $1.43 billion.

Notable beats with raised outlooks included Hecla Mining, whose shares jumped 12 percent after the silver and gold miner topped Q3 estimates, and Kadant, which also beat estimates and lifted its full-year guidance. Scout24 topped Q3 estimates with revenue of EUR 198.2 million and EPS of EUR 1.03, and raised its outlook as well. Horace Mann Educators reported a record Q3 profit and lifted its own guidance. On the other side, NICE topped Q3 estimates but its shares fell, Matador Resources beat estimates yet also saw its stock decline, and Colliers posted what was described as mixed results despite the revenue growth.

Primoris Services drew attention for reporting a record project backlog even as revenues declined in the quarter, pointing to future work in hand. The session also featured earnings previews published for a wave of companies scheduled to report in the days ahead, including Advance Auto Parts, Global Payments, and Appian.