Lennar Stock (NYSE: LEN) Slides After Q4 2025 Earnings Miss: 2026 Guidance, Analyst Targets, and What Investors Are Watching
Updated: December 17, 2025 Lennar Corporation’s stock (NYSE: LEN) is in the spotlight on December 17, 2025 after the homebuilder reported fourth-quarter and full-year fiscal 2025 results late Tuesday and laid out a cautious early outlook for fiscal 2026. The headline takeaway: Lennar’s revenue held up, but profits and margins didn’t, and management signaled that the affordability fight—fought with incentives and mortgage-rate buydowns—is still squeezing profitability. Lennar Investors+2Reuters+2 What’s happening with Lennar stock today Lennar shares have been reacting to a mixed earnings picture: better-than-expected revenue, but weaker-than-expected earnings and soft first-quarter guidance. Reuters reported the stock fell more than