Markets· August 17, 2026 at 12:40 p.m.
Lennar Stock Forecast: Analysts Predict Decline in Earnings and Moderate Sell Rating
Key takeaways
- Lennar Corporation's shares have underperformed the broader market over the past year
- The company's Q2 2026 results showed a decline in revenue and forecast for lower home deliveries
- Analysts expect LEN's EPS to decline significantly for the fiscal year ending in November 2026
Lennar Corporation, a leading homebuilder with a market cap of $20.9 billion, has underperformed the broader market over the past year. Shares have decreased by 33.4% compared to the S&P 500 Index's 20.4% rally. The company's Q2 2026 results, released on Jun. 11, showed a decline in revenue and forecast for lower home deliveries, signaling continued weakness in the U.S. housing market. Analysts expect LEN's EPS to decline 311.5% year-over-year to $5.52 for the fiscal year ending in November 2026. Among the 18 analysts covering the stock, the consensus rating is a 'Moderate Sell'.
