Lennar: Recovery Hopes Overly Optimistic (Downgrade) [Seeking Alpha]
Lennar Corporation Class A (LEN)
Last lennar corporation class a earnings: 3/19 06:00 am
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US:NYSE Investor Relations:
investors.lennar.com
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Source: Seeking Alpha
LEN's core Southern markets, notably Florida and Texas, are underperforming due to excess supply and softening prices, weighing on profitability. Gross margins have compressed to 17.5% as incentives rose to 14.3%, with earnings guidance for 2025 lowered to $8–$8.50 per share. Shares trade above 14x earnings, exceeding the sector's historical 8–12x range, making the current valuation unattractive without clear margin recovery. jetcityimage/iStock Editorial via Getty Images Shares of Lennar Corporation ( LEN ) have been a poor performer over the past year, losing over 20% of their value. Most of those losses occurred late last year as the Fed temporarily paused its rate-cutting cycle and mortgage rates stayed stubbornly high. As 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 wrote this article myself, and it
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LEN
News
- Lennar (NYSE:LEN) had its "underweight" rating reaffirmed by analysts at JPMorgan Chase & Co.. They now have a $115.00 price target on the stock, down previously from $118.00.MarketBeat
- Lennar (NYSE:LEN) was upgraded by analysts at BTIG Research to a "strong sell" rating.MarketBeat
- Lennar Corporation to Broadcast Its Fourth Quarter Earnings Call on December 17, 2025 [Yahoo! Finance]Yahoo! Finance
- Lennar Corporation to Broadcast Its Fourth Quarter Earnings Call on December 17, 2025PR Newswire
- Lennar (NYSE:LEN) had its price target raised by analysts at JPMorgan Chase & Co. from $92.00 to $118.00. They now have a "neutral" rating on the stock.MarketBeat
LEN
Earnings
- 9/18/25 - Beat
LEN
Sec Filings
- 12/2/25 - Form 4
- 12/2/25 - Form 4
- 12/2/25 - Form 4
- LEN's page on the SEC website