What is LEN-B stock price target for 2026?

WallStSmart's 12-month price target for Lennar Corporation is $69.67, representing 21.2% downside from the current price of $88.38.

What is LEN-B stock forecast?

Lennar Corporation forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

Is LEN-B undervalued based on price targets?

Our DCF intrinsic value for Lennar Corporation is $991.12, against a current price of $88.38. The margin of safety is 88.69%.

LEN-

Lennar Corporation

NYSE: LEN-B · CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION

$88.38

+2.56% today

Updated 2026-04-30

Market cap

$22.41B

P/E ratio

13.09

P/S ratio

0.68x

EPS (TTM)

$6.95

Dividend yield

2.19%

52W range

$80 – $135

Volume

0.1M

Market cap

$22.41B

P/E ratio

13.09

P/S ratio

0.68x

EPS (TTM)

$6.95

Dividend yield

2.19%

52W range

$80 – $135

Volume

0.1M

Lennar Corporation (LEN-B) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current

$88.38

Consensus

$—

—

2030 Target

$2,016.15

+2181.23%

DCF

$991.12

+88.69% MoS

Current price

$88.38

Analyst consensus

$—

—

2030 Target

$2,016.15

+2181.23%

Intrinsic (DCF)

$991.12

+88.69% MoS

Management guidance

No specific multi-year revenue targets found in available data. CEO guidance limited to near-term quarterly beat metrics (Q1 2025 exceeded home delivery guidance). Lennar completed $5.5B Millrose land spin-off (Feb 2025) to become asset-light pure-play manufacturer, aiming to improve cash flow conversion and ROE.

Sources: Management guidance, analyst consensus, sector analysismedium confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$3,357.36

$43.2B Rev × 20x P/S

Base case (2030)

$2,016.15

$43.2B Rev × 12x P/S

Bear case (2030)

$1,341.22

$43.2B Rev × 8x P/S

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$34.2B	$35.5B	$34.2B	$35.8B	$38.2B	$40.1B	$41.7B	$43.2B
Revenue growth	—	3.6%	-3.6%	8.0%	6.7%	5.0%	4.0%	3.6%
EPS	$13.76	$14.18	$7.99	$7.85	$8.65	$9.10	$9.45	$9.75
P/S ratio	—	—	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	—	—	$1,670.03	$1,782.52	$1,869.05	$1,946.93	$2,016.15

Catalysts & risks

Growth catalysts

+ Millrose REIT spinoff (completed Feb 2025) enabling pure-play home manufacturer model with improved capital efficiency

+ U.S. housing shortage and falling mortgage rates creating demand tailwinds; Warren Buffett's $779M Lennar purchase signals confidence in housing market

+ Transition to asset-light model expected to improve cash flow conversion and return on equity metrics

Key risks

- Interest rate volatility and mortgage rate increases could depress home sales and new orders

- Economic recession or consumer credit stress could reduce housing demand and builder margins

- Land cost inflation and construction labor constraints could pressure profitability despite revenue growth

Methodology

Lennar Corporation's forward estimates are derived from AI-powered research synthesis combining analyst consensus, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.