Asset-Light, Volume-Focused: Is LEN's Model Built for a Slow Market?
Lennar's asset-light, volume-driven strategy boosts efficiency and flexibility, positioning the homebuilder to weather a soft housing market.
Warren Buffett Thinks Investors Are "Playing With Fire" With a Sky-High Market Valuation. But He Can't Stop Buying These 3 Stocks.
Constellation Brands checks off several boxes for Buffett & Co. The legendary investor likely expects Lennar to benefit from the U.S. housing shortage. Buffett could think that Pool Corp.'s durable business model and long-term prospects outweigh its high valuation.
The Fed cut its interest rate, but long-term rates — including those on mortgages — went higher
Ten- and 30-year Treasury yields rose this week despite the Federal Reserve cutting its short-term interest rate. The 10-year yield is little changed since early 2024, despite the Fed cutting rates multiple times since then.
Housing Starts Shine Light on 2 Homebuilding Stocks
The housing market is under scrutiny today, after privately owned starts for July came in well above analysts' estimates at an adjusted annual rate of 1.428 million, while building permits fell 2.8% from June and missed expectations.
Traders Turn Bullish on Housing Stocks Again—3 Leading the Way
After being left behind on the broader S&P 500 rally, it seems the real estate sector is now cold enough (and cheap enough) for some Wall Street participants to start considering it again. This time around, spotting unusual call options trading activity can lead investors to where these high convictions are for the market, especially in the homebuilding industry.
Homebuilder sentiment nears pandemic low as economic uncertainty plagues consumers
Builder sentiment in June dropped 2 points from May to 32 on the National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index (HMI). Anything below 50 is considered negative.
Pre-Markets in the Green Ahead of Eventful Week
A bevy of economic reports and a new FOMC meeting are expected on this holiday-shortened week.
LEN Downgraded from Outperform: New Foundation for Stock?
Lennar (LEN) posted earnings that caused its stock to slide to 52-week lows on Friday. Bearish action continued on the analyst front with Evercore ISI's downgrade to In Line from Outperform.
Take a look inside the world's largest 3D printed housing development
Lennar and Icon, a 3D technology company, partnered to print 100 homes in Georgetown, Texas. The real estate company says about 75% of them have already sold.
Lennar initiated with a Hold at Spin-Off Research
Spin-Off Research initiated coverage of Lennar with a Hold rating and $131 price target.
Homebuilder stocks are trying to tell us something about the 2025 housing market
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Lennar price target lowered to $162 from $190 at Goldman Sachs
Goldman Sachs lowered the firm's price target on Lennar to $162 from $190 and keeps a Neutral rating on the shares. The firm notes the company's weaker start to FY25 but also sees the potential for upside as conditions moderate. Goldman Sachs further cites Lennar management highlighting the ongoing focus on volumes as it looks to reduce construction costs and realize further efficiencies to benefit profitability.
