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College Football Stock Watch: Teams Joel Klatt Is Buying, Selling Stock in for 2025

College Football Stock Watch: Teams Joel Klatt is Buying and Selling for 2025

As the college football landscape continues to evolve with conference realignments, the transfer portal, and the ever-present NIL deals shaping rosters, it's time to take a stock market approach to the upcoming 2025 season. Fox Sports analyst Joel Klatt has shared his insights on which programs he's bullish on—buying stock in their potential for success—and which ones he's bearish about, opting to sell due to concerns over performance, coaching, or roster stability. This stock watch isn't just about last year's results; it's a forward-looking assessment based on recruiting, returning talent, schematic fits, and the intangibles that could make or break a team's trajectory in an expanded playoff era. Let's break it down, starting with the buys that have Klatt excited for what's ahead.

Buying Stock: Oregon Ducks

Klatt is all in on the Oregon Ducks, and for good reason. Under head coach Dan Lanning, Oregon has transformed into a powerhouse in the Big Ten, blending elite recruiting with a physical, aggressive style that fits perfectly in their new conference home. The Ducks' 2024 season was a masterclass in resilience, finishing with a strong record and a playoff berth, but Klatt sees even more upside for 2025. Quarterback Dillon Gabriel's departure is a loss, but the incoming talent at the position, combined with a stacked wide receiver room and a defense that's only getting deeper, positions Oregon as a national title contender. Lanning's ability to develop linemen on both sides of the ball has been key—think of their dominant trenches that overwhelmed opponents last year. Klatt highlights how Oregon's culture of toughness and innovation will shine in high-stakes matchups against teams like Ohio State and Michigan. If anything, the Ducks are undervalued right now; their stock is poised to skyrocket as they aim for a conference championship and beyond. Expect Oregon to be a fixture in the top five preseason rankings, with Klatt predicting they'll host a playoff game and make a deep run.

Buying Stock: Ohio State Buckeyes

No surprise here—Klatt is buying heavily into Ohio State. The Buckeyes have been a perennial force, but after a disappointing end to 2024, including a loss to rival Michigan, head coach Ryan Day has reloaded in impressive fashion. The transfer portal haul, including high-profile additions like quarterback Julian Sayin and running back Quinshon Judkins, signals a team built for immediate contention. Klatt emphasizes the Buckeyes' elite skill position players and a defense coordinated by Jim Knowles that's among the nation's best. Ohio State's 2025 schedule is brutal, with road tests at Oregon and Penn State, but that's exactly why Klatt loves their stock: they thrive under pressure. The program's resources, from facilities to NIL support, ensure they're always in the mix for top recruits. If Day can finally get over the hump against Michigan and in the playoffs, this could be the year Ohio State reclaims its spot atop the Big Ten. Klatt sees them as a safe investment with massive upside, potentially finishing with 11 or 12 wins and a shot at the national championship.

Buying Stock: Texas Longhorns

Down in the SEC, Klatt is bullish on the Texas Longhorns. Steve Sarkisian's squad made waves in their first year in the conference, reaching the playoff and showcasing a balanced attack led by quarterback Quinn Ewers. For 2025, even with Ewers possibly heading to the NFL, Arch Manning waits in the wings as a blue-chip successor. Klatt points to Texas's recruiting prowess, particularly along the lines, and their ability to adapt to SEC physicality. The Longhorns' offense is explosive, with weapons like wideout Isaiah Bond, and their defense has improved under coordinator Pete Kwiatkowski. Texas faces a gauntlet including Georgia and Oklahoma, but Klatt believes their depth and coaching will carry them through. This is a program on the rise, with stock that's already climbing but far from peaking. Expect Texas to be in the SEC title conversation and a strong playoff candidate, making them a must-buy for any forward-thinking analyst.

Buying Stock: Ole Miss Rebels

Klatt is also investing in Lane Kiffin's Ole Miss Rebels, a team that's quietly building momentum in the SEC. After a solid 2024 campaign, the Rebels return a ton of production, including quarterback Jaxson Dart, who's developed into one of the conference's most dynamic playmakers. Klatt loves Kiffin's portal mastery—Ole Miss has added impact transfers like wide receiver Juice Wells and defensive standouts to bolster an already talented roster. The Rebels' up-tempo offense is a nightmare for defenses, and their schedule avoids some SEC heavyweights, giving them a path to 10-plus wins. While questions linger about their consistency against top-tier foes, Klatt sees untapped potential, especially if they can shore up the run defense. Ole Miss could surprise as a dark horse in the expanded playoff, making their stock a smart value pick right now.

Selling Stock: USC Trojans

Shifting to the sells, Klatt is offloading USC Trojans stock without hesitation. Lincoln Riley's high-octane offense has dazzled at times, but the program's defensive woes and inability to compete in the trenches have been glaring. The 2024 season exposed these issues in the Big Ten, where physicality reigns supreme. With quarterback Miller Moss potentially transferring out and a lack of elite linemen, Klatt doesn't see a quick turnaround. Riley's recruiting has been solid, but the overall roster feels mismatched for the conference's demands. USC's schedule includes tough road games at Michigan and Notre Dame, which could lead to another underwhelming year. Klatt warns that without major defensive improvements, the Trojans risk mediocrity, making them a sell in a market favoring well-rounded teams.

Selling Stock: Michigan Wolverines

Post-Jim Harbaugh, Michigan is a sell for Klatt. The Wolverines' 2024 national title hangover was real, with a drop-off in performance under new coach Sherrone Moore. Quarterback instability and a defense that's lost its edge have Klatt concerned. While Michigan's tradition and recruiting base are strong, the transition has been rocky, and the Big Ten is only getting tougher with Oregon and USC in the mix. Klatt points to potential regression, especially if key players like running back Donovan Edwards depart. The Wolverines might scrape together eight wins, but playoff aspirations feel distant, prompting Klatt to sell before the stock dips further.

Selling Stock: Florida State Seminoles

Klatt is bearish on Florida State after a disastrous 2024 that saw them miss a bowl game. Mike Norvell's program, once on the cusp of greatness, has been hampered by injuries, portal losses, and offensive line struggles. The Seminoles' recruiting has slowed, and with quarterback DJ Uiagalelei gone, the offense lacks a clear identity. In the ACC, where Clemson and Miami are surging, Florida State risks falling behind. Klatt sees a rebuild on the horizon, making their stock one to avoid until proven otherwise.

Selling Stock: Nebraska Cornhuskers

Finally, Klatt is selling Nebraska, despite the hype around quarterback Dylan Raiola. Matt Rhule's rebuild has shown flashes, but inconsistency and a lack of depth have plagued the Cornhuskers. The Big Ten's physical demands expose Nebraska's weaknesses, and while Raiola is talented, the supporting cast needs work. Klatt predicts another middling season, advising to sell now before disappointment sets in. In summary, Klatt's stock watch underscores the volatility of college football. Teams like Oregon, Ohio State, Texas, and Ole Miss are buys due to their talent, coaching, and momentum, positioning them as 2025 contenders. Conversely, USC, Michigan, Florida State, and Nebraska face uphill battles, making them sells in a competitive landscape. As the offseason unfolds with more transfers and recruiting battles, these assessments could shift, but for now, they provide a roadmap for fans and analysts alike. Whether you're investing in proven winners or steering clear of rebuilding projects, the 2025 season promises drama and surprises on the gridiron. (Word count: 1,128)

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