Ticker brief
LEN LENNAR CORP-A
Consumer, Cyclical · Home Builders
last close
$86.33
1 day
+1.4%
14 days
-0.6%
mkt cap
$21.2B
signals 14d
25
authors 14d
18
crowd 14d
+0.4σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 43% rich · 81 pctile own 1y | IV/HV 1.33× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | -0.010 82 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | -0.44 thin | 5-session Δ +0.30 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2026-03-13 (z=3.9) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-14 → 2026-08-27 · now +0.07 (−1 bearish … +1 bullish)
Who spoke18
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Mark_Lexus | C | -2.15 | 6 | -0.17 |
| @NoBellTrading | C | -1.26 | 2 | +0.68 |
| @Benzinga | C | +0.89 | 2 | -0.10 |
| @Unclestocknotes | B | -1.97 | 1 | +0.40 |
| @USAnt_IDEA | C | -1.02 | 1 | +0.40 |
| @InvestmentGuru_ | C | +0.12 | 1 | +0.30 |
| @Dividend_Dollar | C | +0.73 | 1 | +0.30 |
| @InversorNovato_ | C | +2.10 | 1 | +0.30 |
| @ChemStat66667 | A | +0.78 | 1 | -0.55 |
| @OptionsFlowBoss | C | · | 1 | +0.45 |
| @earnings_watch | B | -1.99 | 1 | +0.00 |
| @CoreyCicero | C | -1.42 | 1 | +0.00 |
| @CNBCMorningCall | C | -0.17 | 1 | -0.15 |
| @TogetherWeTrad3 | C | -1.80 | 1 | +0.45 |
| @ShiftSeer | C | -1.36 | 1 | +0.45 |
| @TradersCom | B | -0.89 | 1 | -0.20 |
| @TicTocTick | B | -0.62 | 1 | -0.80 |
| @AviNMash | C | -1.94 | 1 | +0.00 |
Recent signals25of 25 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @Benzinga | +0.30 | Summarizes fresh Q2 positions added by several prominent investors; output capped at six tickers. | +1.4% | tweet ↗ |
| 2026-08-27 | @Mark_Lexus | -0.10 | Dismisses TOL's model-home announcement as routine for homebuilders. | +1.4% | tweet ↗ |
| 2026-08-27 | @AviNMash | +0.00 | Scenario map links Fed-chair tone and two-year yields to rate-sensitive equities | +1.4% | tweet ↗ |
| 2026-08-26 | @TicTocTick | -0.80 | Strongly warns against buying newly built homes from D.R. Horton or Lennar without explaining why. | -0.9% | tweet ↗ |
| 2026-08-26 | @Mark_Lexus | +0.00 | Cites each homebuilder having more than 1,000 subdivisions to dismiss a news item. | -0.9% | tweet ↗ |
| 2026-08-25 | @TradersCom | -0.20 | US July new-home sales missed estimates sharply as inventory supply increased. | -1.5% | tweet ↗ |
| 2026-08-24 | @ShiftSeer | +0.45 | Views LEN's tight price action as a potential setup for a strong move. | -2.1% | tweet ↗ |
| 2026-08-21 | @TogetherWeTrad3 | +0.45 | Discloses a LEN position taken yesterday based on a volatility-compression setup. | -0.8% | tweet ↗ |
| 2026-08-20 | @Benzinga | -0.50 | Housing starts fell sharply as high mortgage rates weakened U.S. homebuilding conditions. | +1.1% | tweet ↗ |
| 2026-08-20 | @Mark_Lexus | -0.25 | Uses homebuilder job openings as a bearish operational signal unless construction-manager hiring improves. | +1.1% | tweet ↗ |
| 2026-08-19 | @Mark_Lexus | -0.10 | Reports a completed close at 0.75 as LEN weakened. | -1.1% | tweet ↗ |
| 2026-08-19 | @NoBellTrading | +0.60 | Reports LEN calls up 44%. | -1.1% | tweet ↗ |
| 2026-08-19 | @Mark_Lexus | -0.55 | Added a LEN Sep 18 2026 95/100 call credit spread at 1.05 credit — Explicit bearish LEN call-credit-spread addition prompted by sympathy strength. | -1.1% | tweet ↗ |
| 2026-08-19 | @CNBCMorningCall | -0.15 | Housing affordability improves, but elevated mortgage rates still suppress demand and sales. | -1.1% | tweet ↗ |
| 2026-08-18 | @Mark_Lexus | +0.00 | Points to housing-start and permit data relevant to four homebuilders, but the chart values are unavailable. | +1.6% | tweet ↗ |
| 2026-08-18 | @CoreyCicero | +0.00 | The post presents a housing-sector ticker watchlist without a visible directional stance. | +1.6% | tweet ↗ |
| 2026-08-17 | @earnings_watch | +0.00 | Launches a sympathy-plays engine that maps earnings reporters to historically affected peer stocks. | -0.2% | tweet ↗ |
| 2026-08-17 | @NoBellTrading | +0.75 | Bought LEN swing positions this morning. — Reports a new long swing entry in LEN. | -0.2% | tweet ↗ |
| 2026-08-17 | @OptionsFlowBoss | +0.45 | Reports open-interest changes associated with a bullish call spread. | -0.2% | tweet ↗ |
| 2026-08-17 | @ChemStat66667 | -0.55 | Says Lennar's profits have fallen toward breakeven, illustrating severe pressure on U.S. homebuilders. | -0.2% | tweet ↗ |
| 2026-08-15 | @InversorNovato_ | +0.30 | Reports Berkshire buying homebuilders while the author discloses readiness in OPEN. | -0.6% | tweet ↗ |
| 2026-08-15 | @Dividend_Dollar | +0.30 | Lists Berkshire's latest-quarter additions and trims across major holdings. | -0.6% | tweet ↗ |
| 2026-08-15 | @InvestmentGuru_ | +0.30 | Reports Berkshire's Q2 portfolio additions and cuts, led by a large Alphabet increase and BAC reduction. | -0.6% | tweet ↗ |
| 2026-08-14 | @USAnt_IDEA | +0.40 | Summarizes Berkshire's Q2 portfolio disclosure and major Alphabet accumulation. | -0.6% | tweet ↗ |
| 2026-08-14 | @Unclestocknotes | +0.40 | Summarizes Berkshire's Q2 portfolio, highlighting Alphabet, airlines and homebuilders as growing exposures. | -0.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.