LEN · Andrew Walker (Yet Another Value Podcast)
Walker said Lennar is down about 25% this year and trades around book value, and that homebuilders could be interesting.
Original episode ↗Yet Another Value Podcast · October 14, 2026
Stocks / Construction
LENConstruction
FollowFollowingUnfollowLennar Corporation
$90.841d +17.9%5d +8.2%settled close · 2026-11-02
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Two views on Lennar
Both said on October 14.
LEN · Nick Gerli (Reventure Consulting)
Gerli said many buyers cannot qualify at today's mortgage payments, and expects more pain for homebuilders over the next year or two.
Original interview ↗Wealthion · October 14, 2026
Editorial summaries of public statements. Dates belong to the cited sources; they are not trade execution dates.
Mkt cap $22B (11/2)β 0.6852w $73–133Shares 215.8M (A)Ind. General Bldg Contractors - Residential BldgsNYSE since 1972Emp. 12,532HQ Miami, FLlennar.com
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Who’s talking about LEN
4 long2 shortlatest 2026-10-19
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-19 | Latticework Host | Bullish | MOI Global | Lennar has compressed its build cycle to 116 days—half the time required in early 2023—supporting a base-case… |
| 2026-10-14 | Nick GerliFounder and CEO, Reventure Consulting | Bearish | Wealthion | Even after cutting prices ~30% from peak and offering aggressive rate buy-downs, Lennar still sees roughly… |
| 2026-10-14 | Andrew WalkerPortfolio Manager, Rangeley Capital | Bullish | Yet Another Value Podcast (feed) | Lennar is down ~25% YTD and trading near book value while Berkshire is buying; existing homebuilder land/lots… |
| 2026-10-13 | Carter WorthMarket technician, Worth Charting | Bearish | CNBC Fast Money Final Trade | Homebuilders are in a slow, protracted established downtrend with no catalyst for reversal — unlike casinos… |
| 2026-09-22 | Ed WachenheimFounder, chairman & CEO, Greenhaven Associates | Bullish | MOI Global | Lennar's 2025 pricing misstep is temporary; normalized 2027 EPS of ~$19.75 at a conservative 16x multiple… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | Lennar and other quality homebuilders trade at roughly 3x earnings versus a 10x historical average while… |
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Earnings
Next report: 14 Dec 2026 after the close
Confirmed date · consensus EPS 1.52. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 16 Sep 2026 | after the close | 1.19 vs 1.31 | +3.7% |
The options tape
Notable options days
Sessions in the last 120 where LEN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
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