High
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Open
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VWAP
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Vol
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Mkt Cap
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Low
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Amount
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EV/EBITDA(TTM)
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Total Shares
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EV
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EV/OCF(TTM)
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P/S(TTM)
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Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q4
FY2026Q1
FY2026Q2
9.14B
-8.11%
2.240
-44.42%
7.75B
+1.56%
1.568
-26.73%
8.18B
-2.35%
2.006
+5.57%
Estimates Revision
The market is revising Downward the revenue expectations for Lennar Corporation (LEN) for FY2025, with the revenue forecasts being adjusted by -3.76% over the past three months. During the same period, the stock price has changed by -14.55%.
Revenue Estimates for FY2025
Revise Downward
-3.76%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-7.37%
In Past 3 Month
Stock Price
Go Down
-14.55%
In Past 3 Month
14 Analyst Rating
Wall Street analysts forecast LEN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEN is 122.08 USD with a low forecast of 95.00 USD and a high forecast of 161.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
9 Hold
3 Sell
Hold
Current: 121.680
Low
95.00
Averages
122.08
High
161.00
Current: 121.680
Low
95.00
Averages
122.08
High
161.00
Barclays
Matthew Bouley
Equal Weight -> Underweight
downgrade
$95 -> $98
2025-12-08
New
Reason
Barclays
Matthew Bouley
Price Target
$95 -> $98
2025-12-08
New
downgrade
Equal Weight -> Underweight
Reason
Barclays analyst Matthew Bouley downgraded Lennar to Underweight from Equal Weight with a price target of $98, up from $95. The firm adjusted ratings in the homebuilding and building products group as part of its 2026 outlook. Barclays expects another year of declines in single-family housing starts, saying the housing market "remains far from balanced." This leaves the homebuilder stocks "volatile, with no cycle call to be made," the analyst tells investors in a research note. Barclays believes building products and brokerage names can outperform despite weakness in new residential. It views building products and distributors as more compelling than homebuilders entering 2026.
JPMorgan
Neutral -> Underweight
downgrade
$118 -> $115
2025-12-04
New
Reason
JPMorgan
Price Target
$118 -> $115
2025-12-04
New
downgrade
Neutral -> Underweight
Reason
JPMorgan downgraded Lennar to Und erweight from Neutral with a price target of $115, down from $118. The firm maintains a cautious stance on the homebuilders sector for 2026. JPMorgan expects an unfavorable demand/supply backdrop to bring additional pressure and downside risk for builder fundamentals. Builder fundamentals are likely to remain "relatively weak" in 2026, with persisting downside risk to estimates due to a still challenged demand/supply industry backdrop, the analyst tells investors in a research note.
Raymond James
Market Perform -> Underperform
downgrade
$NULL
2025-09-22
Reason
Raymond James
Price Target
$NULL
2025-09-22
downgrade
Market Perform -> Underperform
Reason
Raymond James downgraded Lennar to Underperform from Market Perform without a price target following the fiscal Q3 report and reduced outlook. The new guidance acknowledges that Lennar's volume-based operating strategy is "overdue for a re-calibration," the analyst tells investors in a research note. At current share levels, Raymond James believes the market is underestimating the amount of time it may take for the company to restore its margins and returns to historical averages.
Citizens JMP
Aaron Hecht
Outperform
maintain
$130 -> $140
2025-09-22
Reason
Citizens JMP
Aaron Hecht
Price Target
$130 -> $140
2025-09-22
maintain
Outperform
Reason
Citizens JMP analyst Aaron Hecht raised the firm's price target on Lennar to $140 from $130 and keeps an Outperform rating on the shares. Lennar's core results reflected lower-than-expected deliveries and gross margin, and the business has remained pressured by prohibitive affordability levels for consumers, which caused management to slow its starts pace, the analyst tells investors in a research note. Citizens believes book value multiples should trade above the supported ROE as we move into an earnings growth cycle for the industry, occurring in conjunction with better affordability for homebuyers.
RBC Capital
Sector Perform
maintain
$98 -> $106
2025-09-22
Reason
RBC Capital
Price Target
$98 -> $106
2025-09-22
maintain
Sector Perform
Reason
RBC Capital raised the firm's price target on Lennar to $106 from $98 but keeps a Sector Perform rating on the shares after its Q3 earnings miss. The firm is modeling weaker absorption, deliveries, and margins as the management moderates its volume focus amid persistently weak demand, the analyst tells investors in a research note. Weak gross margins, elevated inventories, and lack of a stronger demand response to incremental incentives has driven the management to slow or pause spec starts - a shift that was described as taking a breather but could still be an important first step to the potential bottoming of margins, RBC added.
Citi
Neutral
maintain
$116 -> $133
2025-09-22
Reason
Citi
Price Target
$116 -> $133
2025-09-22
maintain
Neutral
Reason
Citi raised the firm's price target on Lennar to $133 from $116 and keeps a Neutral rating on the shares. Citi cut estimates after the company's company's fiscal Q3 missed estimates but upped the price target on sector multiple expansion and upside from reduced mortgage rates.
See All Ratings
Valuation Metrics
The current forward P/E ratio for Lennar Corp (LEN.N) is 14.67, compared to its 5-year average forward P/E of 9.03. For a more detailed relative valuation and DCF analysis to assess Lennar Corp 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
Overvalued
5Y Average PE
9.03
Current PE
14.67
Overvalued PE
11.92
Undervalued PE
6.15
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
Overvalued
5Y Average EV/EBITDA
6.38
Current EV/EBITDA
9.32
Overvalued EV/EBITDA
7.97
Undervalued EV/EBITDA
4.78
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
Fair
5Y Average PS
0.97
Current PS
0.88
Overvalued PS
1.16
Undervalued PS
0.78
Financials
Annual
Quarterly
N/A
Total Revenue
N/A
Operating Profit
N/A
Net Income after Tax
N/A
EPS - Diluted
N/A
Free Cash Flow
N/A
Gross Profit Margin - %
N/A
FCF Margin - %
N/A
Net Margin - %
N/A
ROIC
Trading Trends
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
Bought
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
Bought
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
Bought
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
Bought
LEN News & Events
Events Timeline
(ET)
2025-12-04
16:20:00
Major Averages Close Little Changed as Jobless Claims Fall to 191,000
2025-12-04
12:00:00
Major U.S. Indices Little Changed as Investors Anticipate Fed Rate Cut
2025-12-01 (ET)
2025-12-01
17:20:00
BTIG Initiates Coverage of Millrose Properties with Buy Rating and $35 Price Target
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News
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6.5
12-06NASDAQ.COMKey Research Insights for Bank of America, Salesforce, and Pepsi
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9.5
12-05Barron'sHovnanian's Poor Earnings Impacted All Housing Stocks Negatively
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4.5
12-05NASDAQ.COMStocks Close with Mixed Results Amid Rising Bond Yields
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FAQ
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