Local Evidence and Geometric Readout Repair in Trained GNNs

Graph neural networks for node classification are typically trained by gradient descent over hundreds or thousands of epochs. Recent work has shown that, when properly tuned, classic GCN/SAGE/GAT architectures can match graph transformers on many node-classification benchmarks. We ask a complementary question: how much of this performance can be recovered by deterministic closed-form solvers, and what guarantees does this enable? We introduce a routed closed-form framework selected by adjusted homophily. For assortative graphs, we use SGC-style propagation followed by Ridge regression; for heterophilous graphs, we introduce LCF-Net, a layer-wise closed-form graph feature-refinement network whose per-layer Ridge solves are capped by a Gaussian kernel-Ridge head. Across 14 benchmarks, including ogbn-arxiv and ogbn-proteins, our closed-form predictors match or beat the best vanilla 2-layer GCN/SAGE/GAT on 9 of 9 measured datasets, tie tuned deep recipes within one standard deviation on 9 of 12 small benchmarks, and exceed the OGB-leaderboard plain GCN on both large graphs. The remaining heterophilous gap closely tracks the gain from vanilla 2-layer to deep SAGE, suggesting that the residual difference is primarily architectural. Because our predictors are explicit solutions of deterministic linear systems, modified graph inputs can be re-solved to obtain retrain-equivalent parameters. We formalize exact graph-object unlearning for label, feature, edge, node, and subgraph modifications, prove K-hop locality for Ridge components, and verify exactness across 109 configurations. On ogbn-arxiv, localized updates give $21$--$45\times$ speedups over full re-solving and roughly $10^{6}\times$ speedups over gradient retraining. Structural-inversion experiments further quantify the privacy floor of exact retraining and the additional leakage of approximate graph-unlearning methods.

We develop a spectral theory for \emph{normalized corrected GNN propagation}. The object of study is the symmetric normalized adjacency with its degree-stationary component removed, matching the normalization used by standard GCN-style models while isolating the stationary direction most directly tied to oversmoothing. The central theoretical question is whether this corrected normalized operator preserves class-discriminative signal after many propagation layers. Our main result is a high-probability exact-recovery theorem for the binary Contextual Stochastic Block Model after $k=O(\log n)$ propagation steps in the dense polylogarithmic regime $p\ge C\log^B n/n$, for any fixed $B>4$, under explicit graph-signal and feature-SNR conditions. We also establish a multi-class partial recovery theorem showing contraction toward class centers for most nodes. Synthetic and real node-classification experiments are included as empirical checks of the theory's predicted dependence on depth, graph signal, and feature noise.

In the transductive setting, where the full graph is observed but node labels are only partially available, progress in semi-supervised node classification has largely focused on architectural innovation. In this paper, we revisit an orthogonal axis: the training objective. We start from a simple observation: transductive models produce predictions for every node during training, including nodes without labels. These unlabeled-node predictions may contain useful training signal, but standard supervised objectives discard them because no ground-truth labels are available. Inspired by the decomposition of cross-entropy into a label-dependent alignment term and a label-independent entropy term, we propose prediction confidence as a natural way to extract this signal in the absence of labels. This motivates Transductive Sharpening (TS): a loss-level modification that minimizes prediction entropy on unlabeled nodes while counterbalancing this effect on labeled nodes. We evaluate Transductive Sharpening across a wide range of node-classification benchmarks and observe consistent performance improvements without requiring any changes to the backbone architecture. Code is available at https://github.com/transductive-sharpening/tunedGNN.