Movers in the Market: Rocket Cos., Opendoor, GM, Apple, Glencore, Revolution Medicines, Tilray, and Others
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Should l Buy LEN?
Source: Barron's
Stock Market Movement: Stock futures were rising modestly on Friday.
Upcoming Economic Indicator: The rise in stock futures comes ahead of the U.S. jobs report for December.
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Analyst Views on LEN
Wall Street analysts forecast LEN stock price to fall
13 Analyst Rating
0 Buy
7 Hold
6 Sell
Moderate Sell
Current: 110.610
Low
80.00
Averages
101.18
High
125.00
Current: 110.610
Low
80.00
Averages
101.18
High
125.00
About LEN
Lennar Corporation is a homebuilder and an originator of residential and commercial mortgage loans. The Company is also a provider of title insurance and closing services, and a developer of multifamily rental properties. The Company's segments include Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar others. Its Homebuilding segments primarily include the construction and sale of single-family attached and detached homes, as well as the purchase, development and sale of residential land directly and through its unconsolidated entities. The Company's Financial Services segment primarily provides mortgage financing, title and closing services primarily for buyers of its homes, as well as property and casualty insurance. The Company’s Multifamily segment is involved in the development, construction and property management of multifamily rental properties. its Lennar Other segment includes fund investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Global Stock Markets Plunge as Oil Prices Surge Amid Iran Conflict
- Stock Market Decline: The S&P 500 index fell by 2.18%, reaching a 3.25-month low, indicating market concerns over the Iran conflict that may lead to decreased investor confidence and increased volatility.
- Surge in Oil Prices: WTI crude oil prices rose over 8% to an 8.5-month high due to Iran's threats to close the Strait of Hormuz, potentially causing long-term disruptions in global energy markets and raising inflation expectations.
- Rising Bond Yields: The 10-year German bund yield climbed to a 2.5-week high of 2.814%, reflecting market worries about future inflation, which may prompt investors to shift towards bonds for safety.
- Economic Data Focus: This week, the market will focus on U.S. employment data and economic indicators, with the ADP employment change expected to rise by 40,000 and the ISM services index anticipated to slip slightly, indicating potential economic slowdown.
See More
Global Stock Markets Plunge as Oil Prices Surge Amid Iran Conflict
- Market Decline: The S&P 500 index fell by 1.82%, the Dow Jones Industrial Average dropped by 2.07%, and the Nasdaq 100 decreased by 1.78%, marking a 2.5-month low for the S&P 500, indicating growing concerns about the global economic outlook.
- Surging Oil Prices: WTI crude oil prices surged over 7% to an 8.5-month high due to escalating conflict in Iran, raising fears of energy supply disruptions and increasing inflation expectations, which negatively impact stock market performance.
- Rising Bond Yields: The 10-year German bund yield reached a 2.5-week high of 2.814%, while the 10-year UK gilt yield climbed to a 3-week high of 4.536%, reflecting market concerns over future inflation, further pressuring stock prices.
- Earnings Outlook: Despite market volatility, 73% of S&P 500 companies exceeded earnings expectations, with Q4 earnings growth projected at 8.4%, indicating strong corporate fundamentals, yet market sentiment remains subdued.
See More
Mixed Close for US Stocks Amid Iran War Impact
- Mixed Market Performance: On Monday, the S&P 500 closed up 0.04%, while the Dow Jones Industrial Average fell 0.15%, and the Nasdaq 100 rose 0.13%, reflecting a divergence in market sentiment influenced by the ongoing war in Iran, with increased demand for defense and energy stocks.
- Surge in Oil Prices: WTI crude oil prices soared over 6% to an 8.25-month high following Iran's attack on oil tankers, which is expected to elevate inflation expectations and impact the overall economic environment and investor confidence.
- Strong Manufacturing Index: The US February ISM manufacturing index unexpectedly rose to 52.4, surpassing the market expectation of 51.5, indicating economic resilience that could influence the Federal Reserve's monetary policy direction, leading to shifts in future rate hike expectations.
- Optimistic Earnings Outlook: More than 90% of S&P 500 companies have reported earnings, with 73% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing market support despite geopolitical risks.
See More
Iran War Drives Market Volatility and Sector Performance
- Market Reaction: Stocks initially retreated following the US and Israel's joint military actions against Iran, but rebounded after the February ISM manufacturing index exceeded expectations, indicating investor focus on economic data.
- Surge in Energy Prices: The halt of tanker traffic through the Strait of Hormuz due to Iran's attacks on three oil tankers led to WTI crude oil prices soaring over 65% to an 8.25-month high, potentially exacerbating global inflationary pressures.
- Defense Stocks Rise: The ongoing conflict in Iran has bolstered earnings prospects for defense companies, with Aerovironment's stock rising over 12%, while Northrop Grumman and RTX Corp also saw increases of over 4%, reflecting market optimism about defense spending.
- Economic Data Focus: Investors are keenly awaiting upcoming economic data releases, including ADP employment changes and the ISM services index, which are expected to influence future monetary policy directions amid rising inflation concerns.
See More
Millrose Properties Reports Strong 2025 Earnings and Growth Plans
- Accelerated Land Banking Model: Millrose delivered over 31,000 homesites in 2025, generating $3.4 billion in takedown proceeds while managing approximately 142,000 homesites, indicating strong adoption of its land banking model and robust market demand, further solidifying its position in the real estate sector.
- Solid Financial Performance: The company reported a net income of $122.2 million in Q4 with an AFFO of $0.76 per share, and a full-year net income of $404.8 million, demonstrating strong revenue generation and shareholder returns, while committing to distribute 100% of AFFO, enhancing investor confidence.
- 2026 Growth Outlook: Management anticipates increasing invested capital by about $2 billion to approximately $10.5 billion, with over 40% sourced outside the Lennar program, planning to fund half through existing debt capacity, showcasing a cautious approach and financial discipline in expansion.
- Market Dynamics and Risk Management: Millrose manages 933 communities across 30 states, serving 15 major builders, reflecting its extensive market coverage and risk management capabilities, with expectations for a return to normalcy in the spring selling season of 2026, supporting future growth potential.
See More
Lennar Corporation to Release Q1 2026 Earnings on March 12
- Earnings Release Schedule: Lennar Corporation is set to release its Q1 2026 earnings after market close on March 12, providing investors with insights into the company's financial performance and market conditions, which will aid analysts and investors in assessing operational health.
- Conference Call Timing: The company will host a conference call on March 13, 2026, at 11:00 a.m. Eastern Time to discuss the earnings report and answer investor questions, enhancing transparency and fostering communication with shareholders.
- Online Access Method: The conference call will be broadcast live on Lennar's website, and for those unable to participate in real-time, an archived version will be available for 90 days, ensuring all stakeholders can access critical information.
- Company Background Information: Founded in 1954, Lennar is one of the largest homebuilders in the U.S., focusing on building quality homes for all generations, while also providing financial services and multifamily development, showcasing its diversified presence in the real estate market.
See More
Global Stock Markets Plunge as Oil Prices Surge Amid Iran Conflict
- Stock Market Decline: The S&P 500 index fell by 2.18%, reaching a 3.25-month low, indicating market concerns over the Iran conflict that may lead to decreased investor confidence and increased volatility.
- Surge in Oil Prices: WTI crude oil prices rose over 8% to an 8.5-month high due to Iran's threats to close the Strait of Hormuz, potentially causing long-term disruptions in global energy markets and raising inflation expectations.
- Rising Bond Yields: The 10-year German bund yield climbed to a 2.5-week high of 2.814%, reflecting market worries about future inflation, which may prompt investors to shift towards bonds for safety.
- Economic Data Focus: This week, the market will focus on U.S. employment data and economic indicators, with the ADP employment change expected to rise by 40,000 and the ISM services index anticipated to slip slightly, indicating potential economic slowdown.
See More
Global Stock Markets Plunge as Oil Prices Surge Amid Iran Conflict
- Market Decline: The S&P 500 index fell by 1.82%, the Dow Jones Industrial Average dropped by 2.07%, and the Nasdaq 100 decreased by 1.78%, marking a 2.5-month low for the S&P 500, indicating growing concerns about the global economic outlook.
- Surging Oil Prices: WTI crude oil prices surged over 7% to an 8.5-month high due to escalating conflict in Iran, raising fears of energy supply disruptions and increasing inflation expectations, which negatively impact stock market performance.
- Rising Bond Yields: The 10-year German bund yield reached a 2.5-week high of 2.814%, while the 10-year UK gilt yield climbed to a 3-week high of 4.536%, reflecting market concerns over future inflation, further pressuring stock prices.
- Earnings Outlook: Despite market volatility, 73% of S&P 500 companies exceeded earnings expectations, with Q4 earnings growth projected at 8.4%, indicating strong corporate fundamentals, yet market sentiment remains subdued.
See More
Mixed Close for US Stocks Amid Iran War Impact
- Mixed Market Performance: On Monday, the S&P 500 closed up 0.04%, while the Dow Jones Industrial Average fell 0.15%, and the Nasdaq 100 rose 0.13%, reflecting a divergence in market sentiment influenced by the ongoing war in Iran, with increased demand for defense and energy stocks.
- Surge in Oil Prices: WTI crude oil prices soared over 6% to an 8.25-month high following Iran's attack on oil tankers, which is expected to elevate inflation expectations and impact the overall economic environment and investor confidence.
- Strong Manufacturing Index: The US February ISM manufacturing index unexpectedly rose to 52.4, surpassing the market expectation of 51.5, indicating economic resilience that could influence the Federal Reserve's monetary policy direction, leading to shifts in future rate hike expectations.
- Optimistic Earnings Outlook: More than 90% of S&P 500 companies have reported earnings, with 73% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing market support despite geopolitical risks.
See More
Iran War Drives Market Volatility and Sector Performance
- Market Reaction: Stocks initially retreated following the US and Israel's joint military actions against Iran, but rebounded after the February ISM manufacturing index exceeded expectations, indicating investor focus on economic data.
- Surge in Energy Prices: The halt of tanker traffic through the Strait of Hormuz due to Iran's attacks on three oil tankers led to WTI crude oil prices soaring over 65% to an 8.25-month high, potentially exacerbating global inflationary pressures.
- Defense Stocks Rise: The ongoing conflict in Iran has bolstered earnings prospects for defense companies, with Aerovironment's stock rising over 12%, while Northrop Grumman and RTX Corp also saw increases of over 4%, reflecting market optimism about defense spending.
- Economic Data Focus: Investors are keenly awaiting upcoming economic data releases, including ADP employment changes and the ISM services index, which are expected to influence future monetary policy directions amid rising inflation concerns.
See More
Millrose Properties Reports Strong 2025 Earnings and Growth Plans
- Accelerated Land Banking Model: Millrose delivered over 31,000 homesites in 2025, generating $3.4 billion in takedown proceeds while managing approximately 142,000 homesites, indicating strong adoption of its land banking model and robust market demand, further solidifying its position in the real estate sector.
- Solid Financial Performance: The company reported a net income of $122.2 million in Q4 with an AFFO of $0.76 per share, and a full-year net income of $404.8 million, demonstrating strong revenue generation and shareholder returns, while committing to distribute 100% of AFFO, enhancing investor confidence.
- 2026 Growth Outlook: Management anticipates increasing invested capital by about $2 billion to approximately $10.5 billion, with over 40% sourced outside the Lennar program, planning to fund half through existing debt capacity, showcasing a cautious approach and financial discipline in expansion.
- Market Dynamics and Risk Management: Millrose manages 933 communities across 30 states, serving 15 major builders, reflecting its extensive market coverage and risk management capabilities, with expectations for a return to normalcy in the spring selling season of 2026, supporting future growth potential.
See More
Lennar Corporation to Release Q1 2026 Earnings on March 12
- Earnings Release Schedule: Lennar Corporation is set to release its Q1 2026 earnings after market close on March 12, providing investors with insights into the company's financial performance and market conditions, which will aid analysts and investors in assessing operational health.
- Conference Call Timing: The company will host a conference call on March 13, 2026, at 11:00 a.m. Eastern Time to discuss the earnings report and answer investor questions, enhancing transparency and fostering communication with shareholders.
- Online Access Method: The conference call will be broadcast live on Lennar's website, and for those unable to participate in real-time, an archived version will be available for 90 days, ensuring all stakeholders can access critical information.
- Company Background Information: Founded in 1954, Lennar is one of the largest homebuilders in the U.S., focusing on building quality homes for all generations, while also providing financial services and multifamily development, showcasing its diversified presence in the real estate market.
See More
