Goldman Sachs raised Lennar Corporation’s price target to $125, citing slowed housing activity in Q4. Despite modest revenue beats, higher incentives pressured gross margins. Builders rely on efficient operation, delivering 23,034 homes in Q4. Lennar has a strong balance sheet with $3.4 billion in cash and total liquidity of $6.5 billion.

Lennar Corporation, founded in 1954, is a major U.S. homebuilder with strong operational discipline. While LEN shows investment potential, some AI stocks may offer greater upside. For an undervalued AI stock benefiting from tariffs and onshoring, explore our report. Check out 8 up-and-coming streaming services and 9 high-growth Canadian stocks.

Read more at Yahoo Finance: Goldman Sachs Maintains Neutral on Lennar Corporation (LEN) as Incentives and Demand Uncertainty Cloud 2026 Outlook