LEN Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: Lennar shows resilience with strong new orders and revenue. Anticipated stable margins despite high mortgage incentives highlight underlying demand, indicating potential recovery.




Bearish Case: Declining net income and average sales price, coupled with high incentives and negative market sentiment, suggest persistent challenges amidst a slow housing market recovery.




Potential Outcomes: Higher orders boost sales: 35%. Mortgage rates stifle demand: 30%. Market incentives drive growth: 20%. Economic headwinds persist: 15%.




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June 20, 2025


Lennar Forecast

LEN        Lennar











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