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San Francisco 49ers 2026 Season Preview — Twelve Wins the Data Won't Vouch For
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Show notes & transcript▾
This is the San Francisco 49ers 2026 season preview, and it starts with the market doing something rude to a 12-win team. San Francisco went 12-and-5, made the playoffs, won a road playoff game in Philadelphia — and the books opened their 2026 win total at ten and a half, then cut it to nine and a half by July. That's the steepest vote of no-confidence any 12-win team got this offseason. Here's the uncomfortable part for Niners fans: our ten-year luck model largely built that number. And here's the part the market may be missing: the same model says one big thing swings back in San Francisco's favor.
What was real: the offense, when its quarterback stood upright. Sixth in expected points per play, sixth in pass efficiency, eighth in red-zone touchdown rate. Brock Purdy played only nine games — the toe injury — but in them he was second in the entire league in completion percentage over expected, ninth in adjusted net yards per attempt, and fourth in clean-pocket efficiency. Mac Jones went 5-and-3 as the fill-in and ranked thirteenth in adjusted net yards per attempt — starter-grade relief work. And Christian McCaffrey put together one of the great volume seasons of the decade: 413 touches, 2,126 yards from scrimmage, 17 total touchdowns, the overall fantasy RB1 — all 17 games, one year after the injury narrative was supposed to be permanent. George Kittle averaged nearly 60 yards a game with seven scores in his 11 appearances. This offense, healthy, is top-six good. That part is not in dispute.
What was luck is the longest ledger in the division. San Francisco went 5-and-1 in one-score games — an 83 percent win rate in coin-flip territory. Teams that won 65 percent or more of their close games lost about three wins the next season; only about one in nine improved. The point differential says the same thing from another angle: plus-66, which the pythagorean math converts to about ten wins, not twelve — and teams that outran their differential by this much dropped nearly three wins on average the following year. Third down is the subtlest tell: San Francisco converted 50.7 percent, the best rate in football — and the gap between that and their underlying early-down quality was the largest overperformance in the league, a residual our ten-year data says is mostly luck. That's three separate systems pointing the same direction. But — and this is the both-directions part — the turnover margin was minus-8, bottom-five in football, and bottom-five turnover teams historically recover to roughly even, worth about two and a half wins back. The luck didn't all run one way. It mostly did.
The identity — charting data via nflverse — is the purest in football, literally. San Francisco ran 11 personnel — three receivers, one back, one tight end — on 68 percent of snaps, the highest rate in the league, the exact opposite pole from the Rams' three-tight-end world. Balanced pass rate, twelfth in pass rate over expected. The defense is where identity collapses into indictment: a 22.6 percent pressure rate, second-lowest in football, 20 sacks — dead last — and six interceptions, fewer than every team except the Jets, who somehow had zero. That's why the takeaway total was 26th and the unit ranked 24th in expected points allowed. And the continuity check explains the churn: Robert Saleh, who coordinated that defense, left to become the Titans' head coach; Raheem Morris — the former Falcons head coach who once ran the Rams' championship defense — is the new coordinator, the fifth defensive coordinator in five years. For once, low continuity is the bull case: when a unit is this bad at the most regression-prone phase of football, a new voice and mean reversion pull the same direction.
What changed says the front office read its own receipts. The pass rush got Osa Odighizuwa from Dallas for a third-round pick, and Dre Greenlaw came home on a one-year deal. The receiver room was rebuilt in a weekend: Mike Evans signed a three-year deal — priced honestly, because his 2025 was 30 catches in eight games, an injury-shortened farewell to Tampa — plus Christian Kirk on a prove-it year. Out: Jauan Jennings, who led the team with 643 receiving yards and took it to Minnesota, and effectively Brandon Aiyuk, who hasn't played since October 2024, spent the spring publicly demanding a release the team refuses to grant, and carries an unresolved misdemeanor warrant — a standoff, and we'll call it that. George Kittle tore his Achilles in the wild-card win; the stated hope is early season, the medical math says don't pencil Week 1. The draft went trenches and secondary with volume — San Francisco traded out of round one entirely, twice, to stockpile picks — plus one swing at the top: receiver De'Zhaun Stribling at pick 33. And the quarterback room deserves a line of its own: Purdy is locked in on the extension he signed in 2025, and the front office spent all spring fielding trade calls on Mac Jones, decided nobody would pay a fair price for the league's most proven insurance policy, and sweetened his deal to stay instead. After a season in which the starter missed eight games and the team still won twelve, that's not sentimentality — that's the lesson getting funded.
The division context belongs in this segment too, because it's doing real work in the win total: San Francisco shares a schedule with the defending champion and the Super Bowl favorite, and opens against the Rams in Melbourne, Australia, in the league's first game there. A 12-win roster can be the third-best team in its own division this year without anything going wrong. That's not an indictment. It's geography.
So the 2026 question is which regression wins. Take the tax first: minus-three from the one-score record, minus-three from the pythagorean gap, the third-down luck coming out — the model's honest midpoint for this exact roster is nine to ten wins. Now the rebate: two-plus wins of turnover normalization, a pass rush that literally cannot rank lower, and the one thing the model can't see — Purdy's nine-game sample graded top-two in accuracy, and his stability profile was the second-flattest among all starters, meaning his numbers barely moved between clean and chaotic situations. If 17 games of that quarterback show up, the underlying quality rises to meet the record instead of the record falling to meet the quality. That's the entire season in one sentence.
Fantasy names to know — scored half-P-P-R. McCaffrey is the argument at the top of drafts: the volume was historic and the model's warning is specific — his 1,202 rushing yards came in 166 yards below expectation, dead last among 49 qualified backs. That's a bet on target volume and scheme, not burst, at 30. Kittle's price already includes the Achilles — treat the first month as found money if it shows up. Evans at his discount is a red-zone thesis with a health asterisk. Ricky Pearsall is the sneaky one: 36 catches for 528 yards in nine games, nearly ten yards a target, on a team that just lost 90 targets of Jennings and shows no sign of Aiyuk. And Purdy, going as the 14th quarterback, is the efficiency pick whose 2025 rate stats were top-three caliber in half a season.
The verdict. Nine and a half wins says the market believes the luck story completely and the roster story not at all. The data splits it: the one-score record, the pythagorean gap, and the third-down spike are real taxes, and they're due. The turnover bounce, the un-worsenable pass rush, and a full Purdy season are real rebates. Call it ten wins with genuine variance in both tails — in a division where the champion and the favorite both live. The 41-6 divisional loss in Seattle — the worst defeat of the Shanahan era — is the memory this team carries into 2026. The numbers say they're closer to that team than to a 9-win one. The schedule won't care what the numbers say.
Follow the San Francisco 49ers feed for the weekly show — every game, every number, all season. This was the Muffed 2026 49ers preview. Every number verified.
More episodes
Season ReviewMay 16, 202649ers 2025 Season in Review
12-5 regular season
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49ers 2025 Season in Review
12-5 regular season
Show notes & transcript
Fifty-point-seven percent on third down — best in the NFL across all seventeen games. Here's how San Francisco built the league's most reliable money-down offense, why a quarterback room of Brock Purdy and Mac Jones somehow stayed afloat, and the one defensive stat that turned a twelve-win team into a Divisional Round blowout. Twelve and five. Wild card berth as the six seed. And then a thirty-five-point loss in Seattle that turned a really fun regular season into a really empty January.
Start with the team-level picture. The offense finished at plus ninety-three-point-seven total expected points added — how much every snap added to their scoring chances — sixth in the league, eighty-fourth percentile. The defense gave up plus seventy-one-point-eight, and on defense you want that number negative, so positive seventy-one-point-eight means twenty-fourth, twenty-eighth percentile. That gap is the whole story. The Niners outscored people because the offense was elite on early downs and lethal on third down — not because they were stopping anybody. And this was a steady-trend team, not boom-or-bust: twenty-plus points in fourteen of seventeen games, with only the Week 4 home loss to Jacksonville and the Week 18 finale against Seattle as real offensive no-shows. Even the forty-two to twenty-six beating from the Rams in Week 10 came with twenty-six on the board.
Now let's talk about the passing offense, because this is where the season was won. Plus ninety-five-point-four total passing expected points added on six hundred and six attempts — plus zero-point-one-six per dropback, sixth in the league. Two hundred and fifty-four yards a game, thirty-three passing touchdowns, and they did it splitting the year — Purdy for nine games, Jones for eleven. Purdy's completion percentage over expected was plus five-point-one, second among qualified starters. Jones posted plus three-point-zero himself. Two different quarterbacks, both completing the ball well above what the average passer would on those throws. That's a Kyle Shanahan offense doing Kyle Shanahan things. The downside: twenty-seven sacks allowed, a four-point-three percent sack rate, twenty-ninth in the league — protection got muffed up front. But the bigger story is how third down powered everything, and one play tells it. Week 16 in Indianapolis, fourth quarter, third and nine from the Colts' nine, Niners up seven. Purdy hits Christian McCaffrey on a short left checkdown, McCaffrey walks it in — plus three-point-two-one expected points on a single snap. Third down, money down, ball in the back's hands, drive ends in seven.
Now let's dig into the rushing offense, which is the inverse story. Minus eighteen-point-five total rushing expected points added on four hundred and eighty-one carries — minus zero-point-zero-four per attempt, twenty-first. Three-point-eight yards a carry, twenty-fourth, twenty-eighth percentile. One hundred and six-point-nine yards a game, but it was volume, not efficiency — steady floor, low ceiling. McCaffrey carried three hundred and eleven times for twelve hundred and two yards at three-point-nine a clip with ten rushing touchdowns. But his rushing yards over expected — how many yards he gained above what an average back would on those same carries — came in at minus one hundred and sixty-six total, minus zero-point-five per attempt. Forty-sixth among qualified runners. The volume was there. The touchdowns were there. The per-carry juice wasn't. His real value came as a receiver — one hundred and two catches, nine hundred and twenty-four yards, seven more scores. The rushing attack was a closer, not a driver.
Next up, the pass defense, and this is where the season cracked. Plus sixty-seven-point-six expected points added allowed through the air, plus zero-point-one-one per dropback — and on defense, positive is bad. Twenty-fifth percentile. Two hundred and forty-one yards a game, twenty-nine passing touchdowns. But the pass rush is the headline: twenty sacks all season. Twenty. Dead last in the NFL, thirty-second of thirty-two, third percentile. Fifty-seven quarterback hits — sixth percentile. They simply could not get to the passer, and in the modern NFL every other defensive number suffers when you can't. Fifteen total takeaways, twenty-second percentile. Deommodore Lenoir delivered the signature moment — Week 11 in Arizona, third quarter, he jumped a Jacoby Brissett throw and took it sixty-four yards the other way, a minus nine-point-two expected points swing on one snap. Plays like that papered over the structural problem during the regular season. They didn't paper over it in January.
And the run defense was the more stable side of the ball — but stable doesn't mean good. Plus four-point-two total rushing expected points added allowed, league average at plus zero-point-zero-one per carry. One hundred and eight-point-six rushing yards a game, thirteen rushing touchdowns on four hundred and sixteen attempts. Thirty-fourth percentile. A unit that held the line without ever winning the line — and paired with a pass rush that couldn't get home, you get a defense that hung around all year and then got walked through the building in the Divisional Round. Twelve wins is a great regular season. The defensive numbers are why it wasn't more.
Draft RecapMay 13, 202649ers — 2026 Draft Recap
8 picks in the 2026 NFL Draft
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49ers — 2026 Draft Recap
8 picks in the 2026 NFL Draft
Show notes & transcript
Welcome back to Muffed. The 49ers walked into the 2026 draft without a first-round pick — that chip was already spent — so John Lynch and Kyle Shanahan opened for business at pick 33 and didn't stop moving. Eight players, five trades, and a 2027 sixth-rounder shaken loose in the shuffle. The headliner: Ole Miss wide receiver De'Zhaun Stribling at the top of round two. The flavor: defense-heavy, trait-obsessed, with six of the eight picks testing in the 90th percentile or better at their position. This was a board that hunted athletes.
A 49ers passing game that posted plus 95.69 expected points added through the air in 2025 is still navigating the Brandon Aiyuk question — and pick 33 was the answer. Stribling went 55 catches, 811 yards, 6 touchdowns at Ole Miss, with a predicted points added per play of plus 0.61 and plus 42.98 on the season. That's top-shelf separation-and-production math against the best conference in college football. Then the testing: a Relative Athletic Score of 9.57 — the 0-to-10 grade comparing combine and pro-day numbers to every player at the position since 1987 — putting him in the top 5 percent of receivers ever measured. Big body, SEC tape, elite athletic profile on day two. Sturdy bet.
The Niners' 2025 ground game finished at minus 2.03 expected points added on 462 carries — league-average inefficiency — and Shanahan's been through too many four-back seasons not to reinvest. Enter Indiana running back Kaelon Black at pick 90: 187 carries, 1,039 yards (6th in the Big Ten), 10 touchdowns, plus 17.41 predicted points added, and a 9.14 Relative Athletic Score. Shanahan's pitch was a true starter's traits — hitting the right hole, breaking tackles, getting five when it's blocked for three — with pro-day speed stapled on top.
The offensive line surrendered only 27 sacks in 2025, so day three was about developmental darts, not panic. Washington's Carver Willis at 127 brings an 8.09 Relative Athletic Score at guard — roughly 80th-percentile testing — and Shanahan said flat out they'll start him inside and let him fight for left guard. Then at 179, Kansas tackle Enrique Cruz Jr. — and this is where the profile gets loud. A 9.84 score at offensive tackle, top 2 percent ever measured. Lynch said Cruz posted the fastest 20-yard time and highest vertical of any offensive lineman in the class. Thin production, monster traits.
Here's where the class tilts. The 2025 pass defense generated only 20 sacks and surrendered plus 67.62 expected points added through the air with just 14 takeaways — nowhere near where this scheme wants to live. The Niners spent three picks rebuilding it. At 70, Texas Tech edge Romello Height: 37 tackles, 11 tackles for loss, 9.5 sacks (4th in the Big 12, 15th nationally), and an 8.83 Relative Athletic Score. At 139, Washington corner Ephesians Prysock: 48 tackles, 7 pass breakups, and a 9.74 score — top 3 percent of corners ever tested, exactly the length-and-ball-skills profile the boundary needed. At 154, Louisiana linebacker Jaden Dugger: 124 tackles, 13 tackles for loss, 4 sacks, a 9.60 score, and an 84-and-a-half-inch wingspan Lynch couldn't stop talking about — versatile enough for MIKE, WILL, or SAM. Three defenders, three athletic scores north of 8.8. Not an accident.
The run defense allowed plus 4.15 expected points added on the ground in 2025 — break-even — but the Niners want defenders who live in the opposing backfield. Oklahoma defensive tackle Gracen Halton at pick 107 fits the brief: 33 tackles, 7 tackles for loss, 3.5 sacks, an 8.46 Relative Athletic Score, and a 36-inch vertical. Lynch said they were surprised he lasted. Halton started his Oklahoma career on the edge before kicking inside, and the get-off shows up on tape.
Pick of the draft is Stribling, and the argument is scarcity. You can make a case for Height as a pure pass rusher or Prysock's length on the boundary, but pick 33 is a late-first investment in a receiver room with real uncertainty at the top of the depth chart. SEC-level efficiency plus a 9.57 athletic score is the kind of swing that becomes the foundation if Aiyuk moves on. The other premium picks fill depth on units that already had answers. Stribling fills a question.
The question that defines this class heading into 2026: does the pass defense actually transform? Three of eight picks went to that side of the ball, stacking length and athleticism at every level — Height off the edge, Prysock on the boundary, Dugger bending the geometry of the second level. A defense that managed 20 sacks and 14 takeaways across 17 games needs that infusion to mean something on Sundays. Lynch and Shanahan went trait-hunting in every round and the athletic scores back it up. Now the staff has to turn eight high-testing prospects into football players.
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