LEN Stock Recent News

In the latest trading session, Lennar (LEN) closed at $118.77, marking a +2.41% move from the previous day.

After being left behind on the broader S&P 500 rally, it seems the real estate sector is now cold enough (and cheap enough) for some Wall Street participants to start considering it again. This time around, spotting unusual call options trading activity can lead investors to where these high convictions are for the market, especially in the homebuilding industry.

Lennar's asset-light strategy, post-Millrose REIT spin-off, boosts flexibility, reduces capital intensity, and frees cash for core homebuilding growth. Despite cyclical headwinds and falling margins, Lennar maintains strong cash flow, low debt, and attractive valuation at 12.6x FWD P/E, cheaper than peers. Housing shortage persists in the U.S.; if monetary policy eases, demand and Lennar's share price should recover, offering a favorable risk/reward profile.

The S&P 500 has experienced a broad rally over the last three months, but not every sector has participated in the uptrend. In fact, some sectors have been struggling in the face of stiff headwinds from regulators and macroenvironmental factors.

In the latest trading session, Lennar (LEN) closed at $115.33, marking a +1.6% move from the previous day.

Bill Smead, Smead Capital Management CiO, joins 'The Exchange' to discuss markets, his bullish case for homebuilders and why he sold some Berkshire Hathaway.

John Lovallo, UBS U.S. homebuilders analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on homebuilder earnings, expectations for when homebuyers will come off the sidelines, and more.

Stephen Kim, Evercore ISI, joins 'Closing Bell Overtime' to talk the homebuilder sector and why it saw massive gains today.

Home builders serving first-time buyers might have to cut into their margins to complete deals, according to two analysts.

Lennar (LEN) reported earnings 30 days ago. What's next for the stock?