The home builder swung to a third-quarter loss as it continues to cope with a stagnant housing market

BRK.B boosts Alphabet, Delta and Lennar stakes while trimming several holdings as it reshapes its equity portfolio.

Lennar (NYSE:LEN) announced grand openings for new single family home communities in Madison, Alabama, and Valencia, California. The Madison community, Hitching Post Farms, targets buyers seeking modern amenities and access to local schools and outdoor attractions. The Valencia communities, Sutton and Hollis, focus on higher access locations for commuters along with nearby services and recreation. The coordinated launches expand Lennar's presence in two housing markets that management is...

LSI (LYTS) delivered earnings and revenue surprises of -37.93% and +6.57%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Berkshire raised its stake in the housing stock by nearly 30% in Q2 of 2026.

Warren Buffett’s Berkshire Hathaway, which is now run by Greg Abel, revealed in its latest 13F filing that the fund bought a new stake in D.R. Horton (NYSE:DHI), worth about $580,000. The fund also increased its stake in fellow homebuilder Lennar (NYSE:LEN) by 30% in the second quarter, lifting that position to about $1.2 billion. […]

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

In the most recent trading session, Lennar (LEN) closed at $84.94, indicating a -1.85% shift from the previous trading day.

Toll Brothers (TOL) delivered earnings and revenue surprises of +2.41% and +2.36%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Greg Abel just made his boldest move as Berkshire's new CEO, deploying billions into three distinct bets that reveal exactly what he thinks comes next for markets and housing.

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

As Lennar has lagged behind the broader market over the past year, Wall Street analysts maintain a bearish outlook about the stock’s prospects.

Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

Berkshire Hathaway added to its stakes in Google’s parent and America’s home-building industry during the second quarter, while selling off its position in Constellation Brands. The Omaha, Neb.-based conglomerate continued to double down on home builders after completing a $6.

Reassessing stock picks is one of the best habits an investor can build. Watch Doug discuss recent stock picks, provide input on the current market environment—and take your questions. The daily chart illustrates how well the stock has performed relative to its peers on the ratio chart against the over the past two months.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 1.8% return lagged the S&P 500 by 9.3 percentage points.

Lennar stock has had a weak run over the past year, yet the market still prices it in a way that screens as undervalued on key earnings multiples, while the broader valuation checks send a more mixed message. For investors, the question is whether the recent share price level fairly reflects that split picture. Lennar has declined 27.6% over the past year, which puts recent returns firmly in negative territory and raises questions about how much caution is already priced in. Expectations...

Lennar recently held grand openings for Hitching Post Farms in Madison, Alabama, and the Sutton and Hollis home collections in Valencia, California, expanding its single-family offerings with prices starting in the high US$200,000s and low US$1,000,000s respectively. These communities highlight Lennar’s focus on well-located, amenity-rich neighborhoods with included premium finishes, near major job centers and highly rated schools. Next, we’ll examine how this expansion into new,...

Lennar stock reaction to new Valencia communities Lennar (LEN) recently announced the grand opening of its Sutton and Hollis single family home collections in the Valencia master planned community, while the stock declined 2.93% in the latest session and is currently rated Zacks Rank #5. For you as an investor, this pairing of new product activity with a weaker short term share move and reduced analyst confidence raises questions about how the company’s development pipeline, earnings outlook...

Lennar (LEN) reached $85.6 at the closing of the latest trading day, reflecting a -2.93% change compared to its last close.

(Bloomberg) -- Greg Abel’s first major deal at the helm of Berkshire Hathaway Inc. wasn’t just a way to put a dent in a nearly $400 billion cash pile. It was also a bet on the American Dream.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop

Greg Abel just made three bold moves that signal where Berkshire Hathaway sees the market's biggest opportunities right now, and one of them bets on a sector the firm swore off just a few years ago.

Lennar (LEN) concluded the recent trading session at $87.02, signifying a +2.14% move from its prior day's close.

Berkshire's new CEO is bullish on the tech giant's future.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Rock-bottom prices don’t always mean rock-bottom businesses. The stocks we’re examining today have all touched their 52-week lows, creating a classic investor’s dilemma: bargain opportunity or value trap?

Lennar (LEN) closed at $84.56 in the latest trading session, marking a -3.53% move from the prior day.

Lennar Corporation is expected to announce its third-quarter earnings soon, and Wall Street forecasts a double-digit decline in its bottom line.

LEN, AXSM and SAM have been added to the Zacks Rank #5 (Strong Sell) List on July 27, 2026.

Lennar stock has retreated sharply over the past year, yet the valuation checks point to a mixed picture rather than a clear bargain or a clear premium. This leaves investors weighing a softer share price against only partial support from the broader metrics. Lennar shares have declined 25.1% over the past year, which means anyone buying today is looking at a stock that has already given back a significant amount of value. Future returns may hinge on how consistently Lennar can convert its...

PHM is using community growth and tighter spec inventory to support orders as affordability, pricing and margin pressure persist.

PulteGroup's Q2 beats, buybacks and solid balance sheet offer support, but falling estimates and margin pressure limit its upside.

NVR's Q2 earnings and homebuilding revenues fall as fewer settlements, softer pricing and margin pressure offset stronger orders and backlog growth.

FIX posts a Q2 earnings and revenue beat as strong demand, margin expansion and record backlog growth reinforce confidence in its business momentum.

URI beats Q2 estimates as record rental revenues, stronger fleet productivity and specialty demand drive growth and a higher 2026 outlook.

D.R. Horton's reasonable valuation and strong cash returns offer support, but lower guidance, margin pressure and softer earnings keep the investment outlook mixed.

PHM's Q2 earnings beat estimates, but lower home closings, pricing and margins reveal persistent housing-market pressure.

D.R. Horton Inc. reported fiscal third-quarter 2026 results on Tuesday that topped Wall Street earnings expectations, but the homebuilder lowered its full-year sales and home-closing guidance as affordability pressures and cautious consumer sentiment continued to weigh on demand. D.R. Horton...

DHI tops fiscal Q3 estimates as higher closings offset margin pressure, though cautious demand and elevated incentives prompt a guidance cut.

Existing-home prices just hit a new record high — but there are plenty of newly built homes selling at a discount, as desperate builders cut prices.

Berkshire Hathaway just built or expanded positions in an airline, a mega-cap platform, and a battered homebuilder during the same quarter, and the reasoning behind each pick reveals where patient institutional money sees the market mispricing real earnings power.

Lennar recently announced the debut of The Towns at West End in Lancaster, PA and Manhattan Square in Carson, CA, two new-townhome and condominium communities featuring multi-story layouts, modern finishes and community amenities, with prices starting in the high US$500,000s and mid US$700,000s respectively. These launches highlight Lennar’s push into walkable, amenity-rich urban neighborhoods across different regions, broadening its product mix and reaching a wider range of homebuyers. Now...

Lennar’s New Communities Put Walkable, Amenity-Rich Living in Focus Lennar (LEN) has outlined two new communities that put walkability and amenities at the center of its homebuilding plans. The Towns at West End in Lancaster, PA, and Manhattan Square in Carson, CA, both target buyers who want urban convenience with modern features. See our latest analysis for Lennar. Despite rolling out new communities, Lennar’s recent share price performance has been weak, with the stock at US$82.84 and the...

The new U.S. housing law could boost homebuilding and housing stocks, putting homebuilder ETFs like ITB and XHB in focus.