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Stock up, stock down after the Jets' 35-12 loss to Chiefs

The New York Jets (2-7) came into Sunday's game against the Kansas City Chiefs (6-2) on a three-game losing streak, but the hope was that the Jets could pull off an upset on the road. New York didn't have trouble moving down the field on Kansas City in the beginning of the game, but it seemed like that success was just delaying the frustrating result.

The Jets lost to the Chiefs 35-12 in a game where New York looked overmatched on both sides of the ball despite getting some decent performances out of running back Breece Hall and linebacker David Bailey. While quarterback Geno Smith struggled against Kansas City's defense to the tune of completing just 18 of his 32 passes for 165 yards and zero touchdowns, Hall was able to rack 87 yards from scrimmage.

New York's defense allowed Patrick Mahomes and the Chiefs to compile a whopping 391 total yards on 6.0 yards per play and the Jets' offense didn't show up at all as that unit averaged just 3.3 yards per play. New York's losing streak now extends to four games and if the reactions from the players are any indication, everyone within the organization is losing their patience.

Here is Jets Wire's stock report for the Jets following Sunday's loss to the Chiefs:

Stock Up: RB Breece Hall

Nov 8, 2026; Kansas City, Missouri, USA;  Kansas City Chiefs linebacker Drue Tranquill (23) makes a tackle on New York Jets running back Breece Hall (20) during the second quarter at Arrowhead Stadium.  Mandatory Credit: Denny Medley-Imagn Images

Hall returned to the lineup after missing the past five games due to a quadriceps injury and he looked like he never left as he ran the ball well and made some nice plays in the passing game as well. With the Jets falling behind as much as they did, New York had to go away from Hall and the running game, but averaging 4.1 yards per carry and 8.7 yards per reception is a pretty good performance in his return.

Stock Down: QB Geno Smith

Nov 8, 2026; Kansas City, Missouri, USA;  New York Jets quarterback Geno Smith (7) is pressured by Kansas City Chiefs defensive end George Karlaftis (56) as center Joe Tippmann (66) attempts to hold his block during the third quarter at GEHA Field at Arrowhead Stadium.  Mandatory Credit: Denny Medley-Imagn Images

Smith has been one of the best players for the Jets over the course of this season, but this was one of his worst games of the year due to a combination of factors. Though New York had success on the ground using running backs Breece Hall and Braelon Allen, the Jets eventually had to put the ball in Smith's hands and he wasn't able to have much success against Kansas City's defense.

Stock Up: LB David Bailey

New York Jets edge rusher David Bailey (31) looks on after a game between the New York Jets and the Cleveland Browns at MetLife Stadium, Oct 11, 2026, East Rutherford, NJ, USA.

While the Jets' defense was objectively awful (more on that later), Bailey did everything he could to make an impact on this game despite the Chiefs continuing to chug along. Bailey had nine total tackles (five solo), but he also compiled two sacks, three tackles for losses, and three quarterback hits as he got whatever he wanted against Kansas City's offensive line.

Stock Down: Offense And Defense

Nov 8, 2026; Kansas City, Missouri, USA;  Kansas City Chiefs tight end Travis Kelce (87) catches a pass  during the fourth quarter against the New York Jets at Arrowhead Stadium.  Mandatory Credit: Denny Medley-Imagn Images

This was one of those games that Jets fans don't want to see, even when facing a team like the Chiefs that is usually picked as one of the Super Bowl contenders. However, New York was only able to amass just 3.3 yards per play and as a defense, allowed Kansas City to average 6.0 yards per play in what was easily the worst performance of the season on that side of the ball.

Stock Up: WR Omar Cooper Jr.

Nov 8, 2026; Kansas City, Missouri, USA;  Kansas City Chiefs defensive back Nohl Williams (20) makes a tackle on New York Jets wide receiver Omar Cooper Jr. (11) during the second quarter at Arrowhead Stadium.  Mandatory Credit: Jay Biggerstaff-Imagn Images

Cooper hopefully comes away from this game without an injury, but it didn't look good for him as he was approaching the sideline after a reception. Outside of that, the rookie continues to play well as he finished this game being Smith's primary target as he caught eight of his 11 targets for 58 yards with his longest catch going for 16 yards.

Stock Down: WR Adonai Mitchell

Nov 8, 2026; Kansas City, Missouri, USA;  New York Jets wide receiver Adonai Mitchell (15) reaches for the ball during the first quarter against the Kansas City Chiefs at Arrowhead Stadium.  Mandatory Credit: Denny Medley-Imagn Images

Mitchell had his most disappointing game of the season as he finished this contest with zero receiving yards despite having at least a few chances of making a big play. Smith and Mitchell just seemed out of sync throughout the game as Smith would just lead Mitchell a bit too much so the hope is that the two can regain their connection the next time they touch the field together.

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