Shared on 01 Nov 25
Lennar's analyst price target experienced mixed adjustments recently, with targets ranging from a reduction to $92 to increases as high as $161. Analysts weighed Q3 earnings misses, sector multiple expansion, and shifting market conditions to justify their updated views.
Shared on 18 Oct 25
Fair value Decreased 1.22%Asset Light Model And Rausch Coleman Acquisition Will Build Success
Lennar’s analyst price target has been modestly lowered by $1.57 to $127.50. Analysts cite a softer market backdrop, evolving industry valuations, and ongoing pressure on margins as key factors behind the revised outlook.
Shared on 04 Oct 25
Fair value Increased 2.90%Asset Light Model And Rausch Coleman Acquisition Will Build Success
Analysts have modestly raised their price target on Lennar, increasing fair value by about $3.64 per share to $129.07. Recent research highlights improving sector multiples and potential benefits from easing mortgage rates, despite ongoing margin and delivery challenges.
Shared on 19 Sep 25
Fair value Increased 1.15%Asset Light Model And Rausch Coleman Acquisition Will Build Success
Lennar’s consensus price target was modestly increased to $125.43 as analysts cited improved sentiment driven by potential rate cuts, sector-wide valuation upgrades, and increased investor focus, reflecting only a slight upward revision to its fair value. Analyst Commentary Bullish analysts cite investor optimism on the potential for lower interest rates.
Shared on 04 Sep 25
Asset Light Model And Rausch Coleman Acquisition Will Build Success
Analysts are divided on Lennar, with bulls citing sector optimism from potential rate cuts and increased investor interest, while bears point to margin pressures, weak recent results, and affordability headwinds, resulting in the consensus price target holding steady at $124.00. Analyst Commentary Bullish analysts are raising valuation multiples across the homebuilding sector following a re-rating as investors price in forward optimism about lower interest rates.
Shared on 07 May 25
Fair value Decreased 9.09%Asset Light Model And Rausch Coleman Acquisition Will Build Success
Shared on 30 Apr 25
Asset Light Model And Rausch Coleman Acquisition Will Build Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 23 Apr 25
Fair value Increased 1.36%Asset Light Model And Rausch Coleman Acquisition Will Build Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 16 Apr 25
Fair value Increased 2.80%Asset Light Model And Rausch Coleman Acquisition Will Build Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Fair value Decreased 7.31%Asset Light Model And Rausch Coleman Acquisition Will Build Success
AnalystConsensusTarget has decreased profit margin from 7.8% to 6.8%.
Shared on 02 Apr 25
Fair value Increased 0.99%Asset Light Model And Rausch Coleman Acquisition Will Build Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Decreased 8.54%Asset Light Model And Rausch Coleman Acquisition Will Build Success
AnalystConsensusTarget has decreased revenue growth from 5.6% to 4.4% and decreased profit margin from 8.8% to 7.7%.
Shared on 19 Mar 25
Fair value Increased 24%Asset Light Model And Rausch Coleman Acquisition Will Build Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Decreased 6.99%