Is Lennar's Recent 6.6% Recovery Indicating a New Value Opportunity for 2025?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 29 2025
0mins
Should l Buy LEN?
Source: Yahoo Finance
Current Performance: Lennar has seen a recent uptick in stock price, gaining 6.6% over the past week and 5.8% for the month, but remains down 2.3% year-to-date and 17.1% over the last year, despite strong long-term returns of 68.0% and 106.7% over 3 and 5 years, respectively.
Valuation Insights: The company scores poorly on traditional valuation checks, with a 1 out of 6 rating indicating it may be overvalued by 57.7% based on discounted cash flow analysis, while its current price-to-earnings (PE) ratio of 12.2x suggests it is attractively valued compared to its fair PE of 15.5x.
Future Projections: Analysts project a significant rebound in free cash flow for Lennar, estimating it will reach $2.15 billion by 2026, with long-term growth expected to peak at approximately $1.37 billion in 2035, despite current negative cash flow of $702.5 million.
Diverse Perspectives: Two contrasting narratives about Lennar's future value exist: a bullish case suggesting a fair value of $162.49 driven by long-term growth potential, and a bearish case estimating a fair value of $127.50, highlighting risks from weak demand and margin pressures.
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Analyst Views on LEN
Wall Street analysts forecast LEN stock price to fall
13 Analyst Rating
0 Buy
7 Hold
6 Sell
Moderate Sell
Current: 112.000
Low
80.00
Averages
101.18
High
125.00
Current: 112.000
Low
80.00
Averages
101.18
High
125.00
About LEN
Lennar Corporation is a homebuilder and an originator of residential and commercial mortgage loans. The Company is also a provider of title insurance and closing services, and a developer of multifamily rental properties. The Company's segments include Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar others. Its Homebuilding segments primarily include the construction and sale of single-family attached and detached homes, as well as the purchase, development and sale of residential land directly and through its unconsolidated entities. The Company's Financial Services segment primarily provides mortgage financing, title and closing services primarily for buyers of its homes, as well as property and casualty insurance. The Company’s Multifamily segment is involved in the development, construction and property management of multifamily rental properties. its Lennar Other segment includes fund investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Release Schedule: Lennar Corporation announced it will release its Q1 2026 earnings after market close on March 12, 2026, which is expected to provide investors with insights into its financial performance and market trends.
- Conference Call Timing: The company will host a conference call on March 13, 2026, at 11:00 a.m. Eastern Time, during which detailed discussions of the earnings report will help investors better understand the company's operational status.
- Live Webcast Access: The conference call will be broadcast live via Lennar's website, allowing investors to participate through investors.lennar.com, ensuring timely communication and transparency of information.
- Company Background Information: Founded in 1954, Lennar is one of the leading homebuilders in the U.S., focusing on providing quality homes for various customer segments while also offering financial services and multifamily development, showcasing its diversified presence in the real estate market.
See More
Lennar Corporation to Release Q1 2026 Earnings on March 12
- Earnings Release Schedule: Lennar Corporation is set to release its Q1 2026 earnings after market close on March 12, providing investors with insights into the company's financial performance and market conditions, which will aid analysts and investors in assessing operational health.
- Conference Call Timing: The company will host a conference call on March 13, 2026, at 11:00 a.m. Eastern Time to discuss the earnings report and answer investor questions, enhancing transparency and fostering communication with shareholders.
- Online Access Method: The conference call will be broadcast live on Lennar's website, and for those unable to participate in real-time, an archived version will be available for 90 days, ensuring all stakeholders can access critical information.
- Company Background Information: Founded in 1954, Lennar is one of the largest homebuilders in the U.S., focusing on building quality homes for all generations, while also providing financial services and multifamily development, showcasing its diversified presence in the real estate market.
See More
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- Builder Stock Surge: With falling mortgage rates improving housing affordability, the iShares U.S. Home Construction ETF has risen 11.8% year-to-date, while stocks of builders like Lennar, D.R. Horton, and PulteGroup have increased by 10.3%, 12%, and 17.4% respectively, indicating strong demand for new homes.
- Housing Shortage Issue: High home prices and mortgage rates have led to a housing affordability crisis, with Goldman Sachs estimating that the U.S. needs an additional 3 to 4 million homes to address the shortage, reflecting urgent demand for new construction.
- Trump Administration Housing Policies: The Trump administration is exploring solutions for housing affordability, including government purchases of mortgage-backed securities to lower rates, although the effectiveness of these measures remains uncertain; meanwhile, builders like Lennar are planning to construct 1 million entry-level homes to meet market demand.
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- Home Builder Stocks Decline: Home builder stocks experienced a drop on Wednesday.
- Cautious Guidance from Retailers: Home improvement retailers provided cautious guidance, indicating limited prospects for significant housing market improvement this spring.
See More
Lennar Corporation to Release Q1 2026 Earnings on March 12
- Earnings Release Schedule: Lennar Corporation announced it will release its Q1 2026 earnings after market close on March 12, 2026, which is expected to provide investors with insights into its financial performance and market trends.
- Conference Call Timing: The company will host a conference call on March 13, 2026, at 11:00 a.m. Eastern Time, during which detailed discussions of the earnings report will help investors better understand the company's operational status.
- Live Webcast Access: The conference call will be broadcast live via Lennar's website, allowing investors to participate through investors.lennar.com, ensuring timely communication and transparency of information.
- Company Background Information: Founded in 1954, Lennar is one of the leading homebuilders in the U.S., focusing on providing quality homes for various customer segments while also offering financial services and multifamily development, showcasing its diversified presence in the real estate market.
See More
Lennar Corporation to Release Q1 2026 Earnings on March 12
- Earnings Release Schedule: Lennar Corporation is set to release its Q1 2026 earnings after market close on March 12, providing investors with insights into the company's financial performance and market conditions, which will aid analysts and investors in assessing operational health.
- Conference Call Timing: The company will host a conference call on March 13, 2026, at 11:00 a.m. Eastern Time to discuss the earnings report and answer investor questions, enhancing transparency and fostering communication with shareholders.
- Online Access Method: The conference call will be broadcast live on Lennar's website, and for those unable to participate in real-time, an archived version will be available for 90 days, ensuring all stakeholders can access critical information.
- Company Background Information: Founded in 1954, Lennar is one of the largest homebuilders in the U.S., focusing on building quality homes for all generations, while also providing financial services and multifamily development, showcasing its diversified presence in the real estate market.
See More
Warren Challenges Trump's Economic Claims Amid Affordability Crisis
- Economic Crisis Challenge: Senator Elizabeth Warren's letter highlights the stark contrast between Trump's claims of resolving the affordability crisis and the ongoing struggles of American households facing rising costs, indicating that his economic policies have failed to effectively address inflation.
- Midterm Election Offensive: Warren's correspondence serves as a direct assault on Trump and congressional Republicans, aiming to leverage the upcoming 2026 midterm elections by rallying voter support around the critical issue of high living costs, especially as Trump's economic approval ratings have significantly declined.
- Pressure on Amazon: Warren also reached out to Amazon CEO Andy Jassy, demanding public acknowledgment of how Trump's tariffs have contributed to price increases and inquiring about future pricing strategies, reflecting her concern over corporate roles in economic policy.
- Impact of Tariff Policies: Warren criticized Trump's continued push for tariffs during his State of the Union address, arguing that this would lead to higher consumer costs and exacerbate economic burdens, showcasing the administration's chaotic approach to economic management.
See More
US Stocks Close Higher, Driven by Strong AI Sector Performance
- Strong Market Performance: The S&P 500 index rose by 0.81%, reaching a 1.5-week high, while the Nasdaq 100 increased by 1.41%, marking a 2-week high, reflecting strong investor confidence in AI infrastructure and software stocks.
- AI Companies Drive Market: The statement from AI startup Anthropic PBC alleviated concerns about AI disruption, and Nvidia's Q4 revenue is projected to hit $65.91 billion, further fueling optimism about demand for AI processors among investors.
- Economic Data Impact: US MBA mortgage applications rose by 0.4%, with the average 30-year fixed mortgage rate falling to 6.09%, a nearly 3.5-year low, indicating a potential recovery in buyer confidence that could stimulate the housing market.
- International Market Rally: Overseas stock markets generally rose, with the Euro Stoxx 50 reaching a new high, indicating global investor optimism about economic recovery, which further supports the upward trend in US stocks.
See More
U.S. Mortgage Rates Decline, Signaling Housing Market Recovery
- Mortgage Rate Decline: The average 30-year fixed mortgage rate fell to 6.01% last week, the lowest since September 2022, and is expected to continue declining as the Federal Reserve cuts rates further, enhancing buyer affordability and stimulating a recovery in the U.S. housing market.
- Builder Stock Surge: With falling mortgage rates improving housing affordability, the iShares U.S. Home Construction ETF has risen 11.8% year-to-date, while stocks of builders like Lennar, D.R. Horton, and PulteGroup have increased by 10.3%, 12%, and 17.4% respectively, indicating strong demand for new homes.
- Housing Shortage Issue: High home prices and mortgage rates have led to a housing affordability crisis, with Goldman Sachs estimating that the U.S. needs an additional 3 to 4 million homes to address the shortage, reflecting urgent demand for new construction.
- Trump Administration Housing Policies: The Trump administration is exploring solutions for housing affordability, including government purchases of mortgage-backed securities to lower rates, although the effectiveness of these measures remains uncertain; meanwhile, builders like Lennar are planning to construct 1 million entry-level homes to meet market demand.
See More
Home Builder Stocks Decline Following Cautious Forecasts from Lowe’s and Home Depot
- Home Builder Stocks Decline: Home builder stocks experienced a drop on Wednesday.
- Cautious Guidance from Retailers: Home improvement retailers provided cautious guidance, indicating limited prospects for significant housing market improvement this spring.
See More
