Juwan Johnson (TE, NO) — 2026 evaluation
Verdict
TARGET (medium confidence) at ADP 156.5 / TE17 (FFC PPR mocks, 2026-07-07). Johnson is a punt-tier price on the incumbent TE8 (total PPR points) / TE12 (PPG) who kept an 83% pass-snap route share across two quarterbacks and produced *better* with the returning QB (11.4 PPG weeks 10–18 with Shough). Why the market is wrong: it reads the remade pass-catching corps — Jordyn Tyson at 1.08, Noah Fant in free agency, Oscar Delp at 3.73 — as a demotion, but the TE arrivals were bought to expand multi-TE sets (Moore's stated 2026 emphasis; he historically doubles the Saints' 2025 12-personnel rate), not to replace the only proven route-runner in the room, and Shough spent OTAs funneling throws to the TE group with Johnson "a constant target." The honest cap: a thin red-zone role (8 RZ targets, outside the top-20 TEs) in a goal-line run-lean offense keeps the median near the streamer baseline — which is why this is TARGET at a free price, not MUST-HAVE.
Bull case
- The role is proven at scale and QB-proof: 82.7% route participation, 0.200 TPRR, 18% target share, TE8 in total points — sustained 17 games across two QBs, and *better* with the one who returns (11.4 PPG, 10.7 Y/T in Shough's starts). Per the evidence hierarchy, that usage is the stickiest signal on the board, and it costs pick 156.
- The play-caller keeps saying the plan out loud: Moore's 2026 emphasis is more TE usage and more multi-TE sets, he doubled 12P at his last stop, his DAL TE1s saw 89–104 targets, and June OTA reports show Shough force-feeding the TE room with Johnson the constant. The route pie Johnson already dominates is the part of the offense scheduled to grow.
- Cheap contingency leverage: the two players above him in the hierarchy enter camp with health questions (Olave's 2025 lung blood clot, Tyson limited all offseason). Any missed time makes Johnson the clear #2 target earner on day one — his 2025 line *was* that scenario, and it was worth 180 points.
Bear case
- No TD engine: 8 red-zone targets (outside top-20 TEs) in an offense that was dead-last in inside-10 pass rate over expected — 3 TDs on 102 targets isn't bad luck to be bought, it's the scheme's ceiling on him. Higbee-2022 is the cautionary comp: 100+ targets, ~150 points, TE12-ish, never a week-winner.
- Three mouths were added to his food chain: a top-8-pick WR2, a veteran receiving TE2, and a round-3 Y — while team pass volume drifts down from a 6-11 negative-script year and 12P (run-lean) doubles. An 18% → 14–15% TS haircut puts his median (~9.3 PPG) *below* the streamer baseline (~11.1–11.6), meaning the median outcome is a replacement-level asset you cut in October.
- Age-30 season with a foot history: turns 30 in week 1, had a 2024 foot fracture/surgery, and his RP already sagged to 77% in the season's second half. te.md §9 says decline shows first in detached usage — if the Saints quietly slide him inline while Fant takes the detached work, this profile unravels fast and there's no draft capital or contract guarantee forcing the issue.
Projection & comps
Bottom-up. Team volume from data/team-profiles/NO.md (2026-07-07): ~65 plays/gm, ~34 att/gm (~578 attempts), ~36 route-eligible dropbacks/gm — pass rate drifting down from 2025's script-inflated 63.9% (win total 7.5, Etienne signing, stated run/TE-set emphasis).
| Scenario | Games | RP | Routes | TPRR | Targets | Rec (75%) | Yds (~8.6/tgt) | TD | PPR pts | PPG |
|---|---|---|---|---|---|---|---|---|---|---|
| Floor (p20) | 15 | 70% | ~380 | 0.165 | 63 | 47 | 540 | 2 | ~112 | 7.5 |
| Median (p50) | 17 | 75% | ~460 | 0.18 | 83–85 | 63 | 720 | 4 | ~158 | 9.3 |
| Ceiling (p80) | 17 | 81% | ~500 | 0.195 | 97 | 74 | 850 | 6 | ~193 | 11.4 |
Cross-check via target share: 578 att × 15% TS (median band, down from 18.05% for the Tyson/Fant tax) ≈ 87 targets — converges with the routes×TPRR build. TD anchor: 3 TDs on 102 targets (2.9%) in 2025 *undershot* even a modest usage-based xTD (~5 on that volume), but the RZ role was genuinely thin (8 RZ targets) and Moore was dead-last in inside-10 pass PROE weeks 8–18 — so project regression up to 4 (median), not a spike to 7–8. Includes −2 for one lost fumble (he lost 2 in 2025). Games risk: medium — 17/17 in 2025 but June-2024 foot fracture + surgery, and he turns 30 on 2026-09-13 (week 1), which per te.md §9 earns the age bump.
Comps (role/profile): Dalton Schultz 2021 DAL (Moore calling plays: 104 tgt, 78-808-8, ~207 PPR — the Moore-TE1 ceiling analog), Dalton Schultz 2022 DAL (Moore: 89 tgt, 57-577-5, ~145 — floor-median analog), Tyler Higbee 2022 (108 tgt, 72-620-3, ~150 — the TD-poor slot-volume median), Zach Ertz 2024 WSH (91 tgt, 66-654-7, ~174 — aging slot TE with a young QB's trust), Evan Engram 2022 JAX (98 tgt, 73-766-4, ~173 — athletic detached TE in an ascending young-QB offense). Comp stat lines from general historical record (pre-2026).
External projections: none — data/projections/ absent (checked 2026-07-07).
Usage profile (te.md §2 table)
Routes are a charted-play proxy from participation.csv (on-field for charted pass plays; pass-block snaps not separable). 2025 = 17 games, 2024 = 15 games.
| Metric | 2025 | 2024 | Band / read |
|---|---|---|---|
| Route participation | 82.7% (510/617 charted team dropbacks) | 71.1% (420/591) | Elite band (≥80%) — the gate passes. Split: 87.5% wks 1–9 (Rattler) → 77.1% wks 10–18 (Shough) — a mild late dip worth watching, but the low weeks (59–68%) cluster in blowout/low-pass scripts and he closed at 86–95% (wks 17–18) |
| TPRR | 0.200 (102/510 proxy) | 0.157 (66/420) | Good, at the elite border (0.18–0.22) — the year-2-in-scheme jump is role-driven (Moore arrival), believable |
| YPRR | 1.74 (889/510 proxy) | 1.30 | Good band (1.4–1.8), near the top of it |
| Target share | 18.05% (102 tgt; receiving.csv) | 12.77% | Good band (16–21%); air-yards share 16.5% |
| RZ target share | 8 RZ targets — outside top-20 TEs (season recap coverage via web, 2026-07-07); share UNVERIFIED | UNVERIFIED | Concern — the profile's structural flaw. Moore's offense was dead-last in inside-10 pass PROE (team profile), so the thin RZ role is scheme, not slight |
| End-zone targets | UNVERIFIED | UNVERIFIED | — no free source located; TD projection anchored to RZ count instead |
| Detached rate (slot/wide) | UNVERIFIED % — led team in both slot routes and slot receptions (2025, SI/web 2026-07-07); worked the slot at June 2026 minicamp (nola.com via team profile) | UNVERIFIED | Directionally the big-slot fingerprint: 6'4"/231 converted WR (UDFA 2020, Penn State→Oregon), light for a Y, rarely a blocking asset |
| xFP | UNVERIFIED (no provider export). Actual: 10.58 PPG = TE12 PPG (min 8 gm) and TE8 in total points, 179.9 (weekly.csv calc) | 8.19 PPG (122.8/15) | Mid-TE1 production on usage that supports it — not a TD-spike mirage (only 3 TDs) |
| aDOT / catch / YAC | 7.3 intended (NGS) / 7.6 air-yds-per-tgt; catch 75.5%; YAC/rec 4.91, +0.09 vs expected; separation 3.65 | 8.3 aDOT; catch 75.8% | Short-area, high-catch-rate MOF-type profile — PPR-friendly floor. Explosive rating 116.7 (#3 TE), 10 explosive plays (#4) per PlayerProfiler (2026-07-07) |
2×2 read (te.md §2): RP ≥80% + TPRR 0.200 is the healthy quadrant — a full-time route-runner earning at a near-elite rate, not a decoy and not a checkdown outlet. Sample is robust (510 + 420 routes-proxy over two seasons).
Archetype (§8): Big slot without the elite target share — detached-alpha usage shape (RP, slot lead, converted-WR body) but TS 18% and a thin RZ role keep him below the league-winner version. Age screen (§9): turns 30 week 1; peak band is 25–29, and decline shows first in detached rate — the 2026 minicamp slot reports are exactly the §9 role-verification the age bucket demands, and they check out (as of June 2026).
Man/zone TPRR splits and MOF-vs-boundary target mix: UNVERIFIED (no charting export in data/raw/; not recoverable free). Pass-block and run-block snap rates: UNVERIFIED — noted risk, though his body type and 2025 usage argue against a protector role.
Context (data/team-profiles/NO.md, built 2026-07-07)
- Offense quality: win total 7.5 (BetMGM, 2026-07-07) — neutral script lean, up from 4.5; ~65 plays/gm (every Moore offense ≥65). Not a bottom-8 cap, not a top-10 boost.
- QB: Tyler Shough, year 2, publicly committed (ESPN, 2026-01-08). The rapport is demonstrated, not projected — Johnson posted 11.38 PPG and 10.65 yds/target on Shough's weeks 10–18 vs 9.88 PPG under Rattler, and Shough's OTA 7-on-7 work ran through the TE room with Johnson a constant target (nola.com OTA coverage, June 2026). Contingency: a Shough injury drops every NO pass-catcher a tier (backup is Rattler/Zach Wilson, tier C).
- Play-caller TE history (§5/§6): Moore fed his DAL TE1 (Schultz 104 and 89 targets in 2021–22) and made TE usage + multi-TE sets a stated 2026 point of emphasis; he ran 29.9% 12-personnel in PHI 2024 vs the Saints' 11.2% in 2025 (nola.com via team profile). Rising 12P grows TE routes but is run-lean — it feeds exactly one TE's receiving line, and the incumbency evidence says that's Johnson.
- PA rate: UNVERIFIED for 2025 (team profile) — can't credit the PA-seam boost; neutral.
- Target competition (§6): the honest negative. 107+ vacated targets, but heavy capital came in against them: Tyson (1.08) is the presumptive WR2 and hits the target tree hard when healthy (he was limited all offseason — PFN, June 2026); Olave (27.6% TS, 156 targets in 2025) worked the slot most at minicamp — direct MOF competition; Fant (2-yr deal) is a pass-catcher-first TE2 claiming real 12P routes, though his 2025 was modest (41 tgt, 34-288-3, 6.7% TS in 13 gm at CIN — receiving.csv); Delp (3.73) is a §10 red-flag item on paper ("team drafted a TE rounds 1–3"), but beat coverage frames him as the traditional blocking Y (nola.com), which threatens Johnson's *blocking* snaps, not his slot routes. 2025 TE2 route counts were trivial — Moreau 90, Hill 81, Stoll 70 charted pass snaps vs Johnson's 510 (participation.csv) — so Fant is a genuine new tax of maybe 100–150 routes. Hierarchy: Olave → Tyson → Johnson (3rd) → Etienne → Kamara (contested). Elite TE seasons come from top-2; his healthy-roster ceiling is capped, but the two players above him carry live health questions (Olave blood clot recovery; Tyson maintenance plan).
- OL: 29th PBWR in 2025 (ESPN, 2026-01-06) — double-jeopardy risk (chip assignments, compressed quick game), partially mitigated by 4/5 returning + Edwards at LG, and the quick-game lean actually funnels short targets his way.
Scarcity-tier placement (te.md §7)
Punt tier, correctly priced as one — with the profile of a mid-tier TE attached. Streamer baseline: 2025 TE12 PPG = 10.58 (weekly.csv, min 8 gm — Johnson himself was that line) + 0.5–1.0 streaming bump ≈ 11.1–11.6 PPG. His median (~9.3 PPG) is baseline-minus, his ceiling (~11.4 PPG) is baseline-flat with a top-8 TE total-points outcome if the TD count normalizes or a WR misses time. That is a punt-tier asset by the table ("one elite trait or a role bet; 0 to +1.5 PPG; last-2-rounds picks"), and at 156.5 (the round-13/14 turn in a 12-team) that's exactly what he costs. He is not a dead-zone trap (nobody is paying rounds 5–8) and not pay-up-worthy (no credible ≥13 PPG path with this RZ role). His elite trait — top-3-at-the-position route participation — is the one te.md §2 calls the gate, which is why he's the right *kind* of punt: the failure mode is boring (streamer-level points), not zero (no routes). TE-premium note: +0.5/rec adds ~+2 PPG on 63–74 catches and promotes him to clear mid-tier value; +1.0 makes him a startable bargain — re-run if scoring confirms a premium.
Portfolio action: draft as TE1a in a punt build (rounds 12–14), ideally paired with a second late TE or a streaming plan; Strange (152.6, TARGET) and Johnson are the same-priced fork — Strange offers the RZ-role upside, Johnson the route-volume floor. Holding both is a legitimate punt-tier portfolio.
Tripwires (void this eval; re-run)
- Fant running ahead of Johnson in 11-personnel with the starters in camp/preseason, or Johnson's preseason route share < 70% — the routes thesis inverts into the §10 blocking-demotion pattern.
- Camp alignment reports put Johnson inline while Olave/Fant own the slot — the age-30 detached-rate decline signal; ceiling reverts to blocking-Y territory.
- Any foot/soft-tissue flare in camp (2024 fracture/surgery history, age 30) — floor scenario becomes the base case.
- Taysom Hill un-retires and re-signs (team profile watch item) — claws back RZ/TE-adjacent snaps from an already thin TD role.
- ADP rises inside ~pick 125 / TE12–13 — the punt-price edge is gone; verdict decays to HOLD, and to FADE if the rise is TD-narrative-driven.
Sources
data/stats/2025/— receiving.csv (102 tgt, 77-889-3, TS 18.05%, air-yds share 16.5%, 2 fumbles lost, 179.9 PPR), weekly.csv (weekly lines, QB-era splits, TE PPG/total ranks), ngs_receiving.csv (aDOT 7.31, separation 3.65, catch 75.5%, YAC +0.09), snap_counts.csv (snap % by week), participation.csv (routes-proxy: 510/617 = 82.7% RP; TE2 route counts Moreau 90 / Hill 81 / Stoll 70; weekly RP splits), rosters.csv (DOB 1996-09-13, UDFA profile, IDs), pbp_summary.csv — nflverse via nflreadpy, pulled 2026-07-07.data/stats/2024/— same tables: 66 tgt, 50-548-3, TS 12.77%; RP 71.1% (420/591); pulled 2026-07-07.data/team-profiles/NO.md— built 2026-07-07 (Moore scheme/PROE/12P history, Shough commitment, hierarchy, vacated targets 107+, arrivals w/ capital, OL ranks, win total 7.5, minicamp slot reports, watch items).data/adp/adp_ffc_2026-07-07.csv— ADP 156.5, TE17 by position order (FFC PPR mocks, 2026-07-07).data/raw/sleeper/players_2026-07-07.json— age 29 (turns 30 2026-09-13), 6'4"/231, yrs_exp 6, depth chart TE1, no active injury designation.- Web (2026-07-07): nola.com OTA coverage (June 2026) — Shough targeting TEs in 7-on-7, Johnson "a constant target" alongside Fant/Matavao/Welch; nola.com — Delp (3.73) framed as traditional blocking Y; SI/season-recap coverage — 8 RZ targets (outside top-20 TEs), led team in slot routes and slot receptions (2025); PlayerProfiler — explosive rating 116.7 (#3 TE), 10 explosive plays (#4); FantasyFootballCalculator injury tracker — no active injuries (2026-07-07); ESPN (June 2024) — prior foot surgery (historical); neworleanssaints.com — 3-yr contract extension signed 2025-03-17 (terms UNVERIFIED).
- UNVERIFIED: 2025 detached (slot/wide) rate %, end-zone target count, season RZ target share, man/zone TPRR splits, MOF-vs-boundary mix, pass-block/run-block snap rates, provider xFP, extension terms, 2025 team PA rate.
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