UBS analyst John Lovallo maintains $Lennar Corp (LEN.US)$ with a buy rating, and adjusts the target price from $225 to $192.
According to TipRanks data, the analyst has a success rate of 58.8% and a total average return of 10.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Lennar Corp (LEN.US)$'s main analysts recently are as follows:
The outlook for homebuilder stocks in 2025 is viewed favorably, and it is believed that market sentiment has notably shifted towards peak pessimism, often presenting attractive buying opportunities for the group. Underlying housing fundamentals are considered to remain robust, with public builders increasingly well-positioned to gain share from smaller, private competitors.
Updated forecasts and preferred choices have been reviewed amidst a 2025 outlook for the homebuilding and building products sector. Average earnings predictions for 2025 have decreased by 3%, generally landing below the consensus for most producers. Following declines in housing starts, remodeling expenditures, and cement volumes in 2024, a very modest rebound is anticipated for 2025. There remains a cautious stance on homebuilders due to their high sensitivity to elevated interest rates.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
瑞士銀行分析師John Lovallo維持$萊納建築 (LEN.US)$買入評級,並將目標價從225美元下調至192美元。
根據TipRanks數據顯示,該分析師近一年總勝率為58.8%,總平均回報率為10.8%。
此外,綜合報道,$萊納建築 (LEN.US)$近期主要分析師觀點如下:
2025年,房屋建築商股票的前景被看好,人們普遍認爲市場情緒明顯轉向了極端悲觀,這常常爲該行業帶來有吸引力的買入機會。基礎住房基本面被認爲仍然穩健,上市建築商在從規模較小的私人競爭對手那裏獲得市場份額方面越來越具備優勢。
在對2025年房屋建築和建築產品板塊的展望中,更新了預測和首選選擇。2025年的平均盈利預測下降了3%,通常低於大多數生產商的共識。由於2024年房屋開工、翻修支出和水泥銷量的下降,預計在2025年將有非常溫和的反彈。由於對利率期貨的高度敏感,市場對房屋建築商保持謹慎態度。
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。