Lennar Q1 Earnings Preview: I Am Turning Contrarian (Rating Upgrade) [Seeking Alpha]
Lennar Corporation Class A (LEN)
Last lennar corporation class a earnings: 3/19 06:00 am
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investors.lennar.com
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Source: Seeking Alpha
I feel good about not jumping on board despite the company's asset-light pivot. LEN has made noteworthy progress on its asset-light front, but its margins have suffered due to aggressive sales incentives amid challenging macro conditions. As we approach Lennar's Q1 FY 2026 earnings print, I am impressed by the company's strategy to focus on velocity growth, not margin expansion. As I discuss in this analysis, Lennar's ROIC could go meaningfully even if gross margins decline to 15% this year. jetcityimage/iStock Editorial via Getty Images Lennar Corporation ( LEN ) has had a very challenging 18 months. Since I last covered Lennar in September 2024, the company has lost ~44% of its market value. Back then, I was impressed by Lennar's strategic asset dispositions This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I
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LEN
News
- The Top 2 Industrial Stocks to Buy Right Now [Yahoo! Finance]Yahoo! Finance
- Lennar (LEN) had its price target lowered by Keefe, Bruyette & Woods from $115.00 to $105.00. They now have a "market perform" rating on the stock.MarketBeat
- Lennar (LEN) was downgraded by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from "hold (c-)" to "sell (d+)".MarketBeat
- Lennar (LEN) had its price target lowered by Citigroup Inc. from $113.00 to $104.00. They now have a "neutral" rating on the stock.MarketBeat
- Lennar (LEN) had its price target lowered by UBS Group AG from $122.00 to $107.00. They now have a "neutral" rating on the stock.MarketBeat
LEN
Earnings
- 3/12/26 - Miss
LEN
Sec Filings
- 3/18/26 - Form 4
- 3/18/26 - Form 4
- 3/12/26 - Form 8-K
- LEN's page on the SEC website