LEN

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
23 analysts·High coverage
17%
Rating Distribution
Strong Buy
00%
Buy
417%
Hold
1148%
Sell
835%
Strong Sell
00%

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

Price Target Expectations

Analysts see modest upside — consensus target 10% higher.

Bear Case
$88.00
-5%
Consensus
$102.14
+10%
Bull Case
$125.00
+35%
Price Range23 analysts
Low
Consensus
High
$88.00
$125.00
Current Target
Current Price
$92.79
Upside to Target
$9.35

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

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+3.41%
EPS+22.22%
FY2028
Rev+8.58%
EPS+25.71%

Earnings Surprises

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