Shared on19 Sep 25Fair value Increased 1.15%
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 on04 Sep 25
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 on30 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Increased 1.36%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on16 Apr 25Fair value Increased 2.80%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 7.31%
AnalystConsensusTarget has decreased profit margin from 7.8% to 6.8%.
Shared on02 Apr 25Fair value Increased 0.99%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Decreased 8.54%
AnalystConsensusTarget has decreased revenue growth from 5.6% to 4.4% and decreased profit margin from 8.8% to 7.7%.
Shared on19 Mar 25Fair value Increased 24%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.