economy
January 25, 2026
JPMorgan's top short ideas for 2026
As the first quarter kicks off, JPMorgan is bearish on names such as Bumble and Fortinet.
TL;DR
- JPMorgan analysts are identifying potential short ideas in the U.S. equity market entering Q1 2026.
- Dating app Bumble is flagged due to declining user engagement, expected revenue drops, and margin compression.
- Fortinet faces headwinds from competitive disadvantages and potential impacts on product growth and margins, exacerbated by geopolitical news.
- Textron's aviation segment may see pressure on sales and margins from aircraft delivery shortfalls and increased capital expenditures for a new aircraft program.
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