Lennar CorporationLENNYSE

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Overview News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating

Hold

22 analysts·High coverage

23%

Rating Distribution

Strong Buy

00%

Buy

523%

Hold

1045%

Sell

732%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Current price is 12% above analyst consensus — modest downside expected.

Bear Case

$88.00

-27%

Consensus

$106.88

-12%

Bull Case

$140.00

+16%

Price Range22 analysts

Low

Consensus

High

$88.00

$140.00

Current Target

Current Price

$120.90

Above Target

$14.02

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$6.90(10 analysts)

P/E15x

Current: 14.7x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+5.12%

EPS+21.65%

FY2028

Rev+8.55%

EPS+20.46%

Earnings Surprises

Beat rate:67%(8/12 quarters)

Avg surprise:+9.1%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 13, 2026Goldman Sachs

Lennar price target raised to $125 from $120 at Goldman Sachs

Target:$125.00

+3.4%from $120.90

Jan 9, 2026RBC Capital

Lennar price target lowered to $88 from $95 at RBC Capital

Target:$88.00

-19.7%from $109.55

Jan 6, 2026UBS

Lennar downgraded to Neutral from Buy at UBS

Target:$122.00

+15.7%from $105.40

Dec 18, 2025UBS

Lennar price target lowered to $137 from $161 at UBS

Target:$137.00

+25.3%from $109.33

Dec 18, 2025Goldman Sachs

Lennar price target lowered to $120 from $126 at Goldman Sachs

Target:$120.00

+6.9%from $112.23

Dec 18, 2025BTIG

Lennar price target lowered to $90 from $96 at BTIG

Target:$90.00

-19.8%from $112.23

Dec 18, 2025Wells Fargo

Lennar price target lowered to $110 from $125 at Wells Fargo

Target:$110.00

-2.0%from $112.23

Dec 18, 2025Barclays

Lennar price target lowered to $88 from $98 at Barclays

Target:$88.00

-21.6%from $112.23

Dec 18, 2025Evercore ISI

Lennar downgraded to Underperform from In Line at Evercore ISI

Target:$92.00

-18.0%from $112.23

Dec 17, 2025RBC Capital

Lennar downgraded to Underperform from Sector Perform at RBC Capital

Target:$95.00

-15.4%from $112.23

Dec 8, 2025Barclays

Lennar downgraded to Underweight from Equal Weight at Barclays

Target:$98.00

-20.9%from $123.91

Oct 7, 2025Evercore ISI

Lennar price target lowered to $114 from $118 at Evercore ISI

Target:$114.00

-9.8%from $126.39

Sep 22, 2025JMP Securities

Lennar price target raised to $140 from $130 at Citizens JMP

Target:$140.00

+10.0%from $127.32

Sep 2, 2025Wells Fargo

Lennar price target raised to $135 from $110 at Wells Fargo

Target:$135.00

+1.7%from $132.68

Mar 24, 2025Barclays

Lennar price target lowered to $110 from $121 at Barclays

Target:$110.00

-6.4%from $117.56

Oct 7, 2024Wells Fargo

Lennar downgraded to Equal Weight from Overweight at Wells Fargo

Target:$190.00

+4.3%from $182.25

Sep 24, 2024Evercore ISI

Lennar (LEN) PT Lowered to $236 at Evercore ISI

Target:$236.00

+27.0%from $185.80

Sep 23, 2024Bank of America Securities

BofA Securities Reiterates Neutral Rating on Lennar (LEN)

Target:$190.00

+2.5%from $185.30

Sep 23, 2024Citigroup

Lennar price target raised to $196 from $164 at Citi

Target:$196.00

+6.2%from $184.62

Sep 23, 2024BTIG

Lennar price target raised to $216 from $175 at BTIG

Target:$216.00

+18.6%from $182.19

Sep 23, 2024RBC Capital

Lennar (LEN) PT Raised to $160 at RBC Capital

Target:$160.00

-13.5%from $184.87

Sep 23, 2024Goldman Sachs

Goldman Sachs Reiterates Neutral Rating on Lennar (LEN)

Target:$190.00

+4.3%from $182.19

Sep 20, 2024Goldman Sachs

Goldman Sachs Reiterates Neutral Rating on Lennar (LEN)

Target:$182.00

-5.4%from $192.45

Sep 9, 2024Wells Fargo

Lennar price target raised to $205 from $195 at Wells Fargo

Target:$205.00

+14.3%from $179.42

Jul 22, 2024Goldman Sachs

Goldman Sachs Downgrades Lennar (LEN) to Neutral

Target:$174.00

+1.8%from $170.94

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