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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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..
Lennar Corp. was recommended as a Top Pick by on . Read the latest stock experts ratings for Lennar Corp..
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.
11 stock analysts on Stockchase covered Lennar Corp. In the last year. It is a trending stock that is worth watching.
On 2025-02-11, Lennar Corp. (LEN-N) stock closed at a price of $124.7.
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.