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PAST TOP PICK
(A Top Pick Sep 07/21, Down 5.3%)Stockchase Research Editor: Michael O'Reilly Our recently reiterated PAST TOP PICK with LEN has triggered its stop at $96. To remain disciplined, we recommend covering the position at this time. We will look for better opportunities.
REAL ESTATE
COMMENT
They report Monday. Excellent managers. He wants them to talk about supply shortages and home demand. Lennar is important to retail, banking and the hybrid work from home economy.
REAL ESTATE

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate our TOP PICK recommendation of LEN as the largest home builder in the US. Continued low interest rates has sparked demand growth in their prime markets of the Sun Belt, Florida and Texas, where housing inventory is already tight. JP Morgan recently put a $141 target price on the stock. It trades at only 10x earnings, compared to peers at over 20x and is valued currently at less than 2x book. It pays a dividend backed by a payout ratio under 10% of cash flow, while paying down debt and building cash reserves. We would buy this with stop at $96 -- looking to achieve $140 -- upside potential over 32%. Yield 0.95% (Analysts’ price target is $117.25)
REAL ESTATE
TOP PICK
Trades at 10x earnings, expanded gross margin by over 400 basis points. Talk of peak housing in the market, but we're not even close. This is a supply issue. Long-term demographics support expanding housing. In the sweet spot. Low interest rates plus desire to move out of cities. Yield is 0.97%. (Analysts’ price target is $117.40)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly LEN recently reported revenue growth over 21%, easily beating the consensus outlook. New orders is creating a growing back log for the home builder company. Margins are doubling to over 26%, while SG&A expenses are declining -- all going directly to the bottom line. Cash reserves are over $2.5 billion, even after retiring over $300 million in debt, which resulted in S&P revising their rating to investment grade. The stock is setting up a nice technical foundation, which we think could propel the stock ultimately to $121 -- upside potential over 23%. We would buy this with a stop loss at $70. It also pays a dividend, backed by a payout ratio less than 15% of cash flow. Yield 1.02% (Analysts’ price target is $109.50)
REAL ESTATE
BUY
They report Wednesday. To some, this is the hottest US housing market ever and he predicts more great numbers. Mind you, there's been a spike in costs of raw materials that go into homes. LEN is up 21% YTD.
REAL ESTATE
BUY
He predicts a good report next week, but it won't matter. Will the vaccines cease the flight to the suburbs and hurt this stock? The homebuilder stocks will do well post-Covid, because interest rates are so low, so people will keep buying homes. Unlikely that the Fed will raise rates anytime soon.
REAL ESTATE
TOP PICK
Low mortgage rates and a want to move to less dense housing has been a tailwind for home builders. Financing is quite cheap and there is a real issue with supply. Demand outstrips supply. (Analysts’ price target is $87.78)
REAL ESTATE
BUY

The US housing strength keeps catching stock analysts by surprise. Lennar just released a fine quarter. Home building is surging along with great demand for it. This isn't supposed to happen considering high unemployment and businesses closing for so many., The pandemic has changed everything--if you work from home, you're not waiting for a vaccine, but converting your bedroom into an office. This work at home trend is a tailwind to furniture companies like Wayfair.

REAL ESTATE
PAST TOP PICK
(A Top Pick Feb 06/19, Up 47%) Small caps are in the sweet spot. This is a home-builder stock, driven by strong US consumers, low interest rates and low unemployment.
REAL ESTATE
TOP PICK
The biggest U.S. home builder that's acquired other hold builders. They operate mostly in the U.S. south (west and east). Trades at 7x earnings and below book value. Cheap. (Analysts’ price target is $57.10)
REAL ESTATE
PAST TOP PICK

(A Past Top Pick on May 2, 2017, Up 51%) It's now the largest U.S. homebuilder after a takeover. He likes the whole group of homebuilders and owns many, because building starts remain strong. However, there's lots of demand, but not enough supply, including land and labour which will push prices up. Inexpensive valuation under 10x earnings. A good entry point here.

REAL ESTATE
WAIT
Would not be a buyer right now, wait for a pull back, prefers tollbridgers as it is a higher end builder, but he even sold this one a month ago.
REAL ESTATE
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Lennar Corp.(LEN-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 4

Stockchase rating for Lennar Corp. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Lennar Corp.(LEN-N) Frequently Asked Questions

What is Lennar Corp. stock symbol?

Lennar Corp. is a American stock, trading under the symbol LEN-N on the New York Stock Exchange (LEN). It is usually referred to as NYSE:LEN or LEN-N

Is Lennar Corp. a buy or a sell?

In the last year, 4 stock analysts published opinions about LEN-N. 4 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Lennar Corp..

Is Lennar Corp. a good investment or a top pick?

Lennar Corp. was recommended as a Top Pick by on . Read the latest stock experts ratings for Lennar Corp..

Why is Lennar Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Lennar Corp. worth watching?

4 stock analysts on Stockchase covered Lennar Corp. In the last year. It is a trending stock that is worth watching.

What is Lennar Corp. stock price?

On 2021-09-24, Lennar Corp. (LEN-N) stock closed at a price of $99.96.