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Investor Insights

This summary was created by AI, based on 17 opinions in the last 12 months.

Lennar Corp. (LEN) has shown a mixed performance lately amidst a challenging environment for homebuilders, reflecting various expert opinions. While some experts highlight the potential for growth given the ongoing supply shortage in the housing market, others express caution due to high mortgage rates and recent downgrades of other homebuilders like Toll Brothers. There is a notable optimism as analysts predict a strong earnings report, driven by cash flow improvements and strategic efficiencies in the company’s operations. Furthermore, many experts recommend maintaining positions in LEN, emphasizing factors like its attractive valuation metrics and ongoing buyback and dividend plans. The social media mentions have also surged dramatically, indicating increasing public interest in the stock.

Consensus
Bullish
Valuation
Undervalued
Similar
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TOP PICK

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. Social media mentions are up 1467% in the past 24h.

REAL ESTATE
PAST TOP PICK
(A Top Pick Feb 07/24, Down 12%)

Still holds. Last month brutal for homebuilders. Though interest rates drifting lower, clear that won't be going as low or as fast as the market first thought. So the interest-sensitives are being punished. Yet mortgages are going up, somewhat negative for homebuilders. 

Long US mortgages cause resale market to dry up, but will eventually force home buyers to homebuilders. He's looking closely to see if this is an opportunity to increase his holding in homebuilders.

REAL ESTATE
COMMENT

It reports Wednesday. The housing stocks were hammered this weak about Toll Brothers reported a weak quarter and were downgraded. Also, mortgage rates remain stubbornly high.

REAL ESTATE
BUY

Economically sensitive, rate sensitive. If you have a 5-10 year horizon, US housing is still underbuilt. Still more valuation upside. Since 2008, all in the space have become higher quality and more of a manufacturing business.

REAL ESTATE
BUY

They report Thursday. He expects the homebuilder to tell a terrific story. If the Fed cuts 50 basis points the day before, LEN could be a terrific place to be.

REAL ESTATE
BUY

Cash flow yield of 11% and strong technicals.

REAL ESTATE
BUY

Is up today, likely from guidance from Toll Brothers. Are lots of tailwinds for homebuilders: falling interest rates and Kamala Harris' pledge in this scetor.

REAL ESTATE
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jun 13/24, Down 3.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LEN has triggered its stop at $149.  To remain disciplined we recommend covering the position at this time.  This will result in a net investment gain of 2%, when combined with our previous buy recommendations.  

REAL ESTATE
WATCH

They report Monday. Housing the linchpin of the economy and prices keep climbing. We need to hear if they will build more homes or keep the supply so tight that housing prices won't come down. The buildings are limiting supply to keep gross margins up and prices up, but it's terrible to fight inflation. Housing stocks have hung up because we have a housing shortage, but how long can this last when we see pushback on the prices of other items like dining out, apparel and airline tickets, all of which have risen dramatically in the last 5 years.

REAL ESTATE
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate LEN as a TOP PICK.  Earnings will be reported next week, so we will recommend keeping a tight stop at $149, looking to achieve $180 --upside potential of 16%.  This will be a good indicator of the US home building market.  It trades at 11x earnings and under 2x book value, while supporting a 15% ROE.  Yield 1.0%

(Analysts’ price target is $180.35)
REAL ESTATE
HOLD

Shares have done phenomenally. He likes the space, has more indirect exposure through building supply stores rather than homebuilders. Shortage of homes in US. Trading at 10x next year's earnings, not expensive.

REAL ESTATE
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this Florida-based home construction company as a TOP PICK.  Analysts continue to see a long runway of projects being run efficiently.  Cash reserves are growing, while shares are aggressively bought back and debt is retired.  It trades at 11x earnings and under 2x book, while supporting a 15% ROE.  We continue to recommend a stop at $149, looking to achieve $180 -- upside potential of 15%.  Yield 1.1%  

(Analysts’ price target is $180.35)
REAL ESTATE
BUY
It reports next week. Just hit a 52-week high.

Expects continued balance sheet strengthening more. Free cash is strong as is new home orders, 25-30% up. Palantir said that Lennar is using their AI.

REAL ESTATE
BUY

Remarkable story and she expects a good quarter and upside surprise. Trades at 11x earnings while the group is 9-11x. She prefers Home Depot, the laggard, but likes housing overall due to the housing shortage in the U.S., especially when rates come down.

REAL ESTATE
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 19/23, Up 36.9%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with LEN is progressing well.  To be disciplined, we recommend trailing up the stop to $149 at this time.

REAL ESTATE
Showing 1 to 15 of 52 entries

Lennar Corp.(LEN-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 10

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 11

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, 11 stock analysts published opinions about LEN-N. 10 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?

11 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 2025-02-11, Lennar Corp. (LEN-N) stock closed at a price of $124.7.