Stock Markets March 25, 2026

After-Hours Movers: Jefferies, Driven Brands, Noodles & Company, Navan See Varied Gains

Mixed earnings and activist pressure drive uneven after-hours performance across financials, services and consumer-facing names

By Derek Hwang JEF DRVN NDLS NAVN
After-Hours Movers: Jefferies, Driven Brands, Noodles & Company, Navan See Varied Gains
JEF DRVN NDLS NAVN

Shares of Jefferies Financial Group, Driven Brands, Noodles & Company and Navan moved higher in after-hours trading on mixed quarterly results and activist investor activity. Jefferies posted earnings short of estimates but matched revenue expectations; Driven Brands rose amid reports of an activist push for a sale; Noodles reported revenue and comp-sales beats; Navan delivered a profit surprise and raised near-term revenue guidance.

Key Points

  • Jefferies reported Q1 EPS of $0.70, missing the $0.95 analyst estimate, while revenue matched expectations at $2.02 billion - impacts the financials sector and investment services.
  • Driven Brands rose amid reports that ADW Capital is pushing for a breakup or sale, highlighting potential corporate-action catalysts in the consumer services and franchising space.
  • Noodles & Company and Navan posted stronger results: NDLS reported a revenue beat with system-wide comparable sales up 6.6%, and NAVN delivered an EPS beat with raised Q1 2026 revenue guidance - affecting restaurant and travel technology sectors.

Stocks of several US-listed companies ticked up in after-hours trading as investors digested a mix of earnings reports and activist investor activity. The session featured distinct drivers for each name, with outcomes ranging from modest gains to double-digit jumps.

Jefferies Financial Group (JEF) climbed about 3% after the market close despite reporting a mixed quarter. The investment firm posted first-quarter earnings per share of $0.70, falling $0.25 short of the analyst consensus of $0.95. Revenue for the quarter was $2.02 billion, in line with expectations at $2.02 billion.

Driven Brands (DRVN) rose roughly 2% following media reports that an activist investor is pressing for strategic changes. ADW Capital is reportedly urging Driven Brands to consider breaking up the company or pursuing a sale, according to reporting cited after the market close. The stock reaction reflects investor focus on potential corporate-action catalysts for the automotive services franchisor.

Noodles & Company (NDLS) led the group with a sharp after-hours move, jumping about 17% after reporting quarterly revenue that exceeded estimates. Total revenue increased to $122.8 million from $121.8 million, a 0.8% rise year over year. On a comparable-restaurant basis, system-wide sales rose 6.6%, with company-owned locations up 7.3% and franchise restaurants up 3.8%.

Navan (NAVN) also posted a strong after-hours performance, advancing approximately 16% after reporting a profitable quarter and raising near-term revenue expectations. The travel-focused company reported fourth-quarter EPS of $0.02, beating the analyst estimate by $0.15, which had been for a loss of $0.13. Revenue for the quarter was $178 million versus the consensus of $162 million. Navan provided preliminary guidance for first-quarter 2026 revenue of $204 million to $206 million, ahead of the consensus forecast of $188 million.


Investment product mention included in the reporting

A machine-driven stock-selection product referenced in the original report evaluates Jefferies alongside many other companies using more than 100 financial metrics. The product claims to identify opportunities across fundamentals, momentum and valuation and cites notable past winners including Super Micro Computer with a gain of 185% and AppLovin with a gain of 157%. The report noted the product is used to surface potential stock ideas and to compare alternatives within the same sector.

These after-hours moves underscore the variety of market drivers that can affect individual issuers: earnings beats and misses, activist investor pressure, and forward revenue guidance. Each element produced different market reactions for the names discussed, reflecting investor appraisal of near-term profitability and strategic options.

Risks

  • Earnings shortfalls such as Jefferies' EPS miss can weigh on financial-sector sentiment and may prompt investor reassessment of near-term profitability.
  • Activist investor campaigns, exemplified by the reported push on Driven Brands, introduce uncertainty about strategic outcomes and potential restructuring in the consumer services sector.
  • Forward-looking guidance and quarterly comparisons, like Navan's raised revenue outlook and Noodles' comp-sales figures, carry execution risk if future results diverge from current guidance, affecting travel and restaurant stocks.

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