Ticker brief
LEN LENNAR CORP-A
Consumer, Cyclical · Home Builders
last close
$84.92
1 day
+0.6%
14 days
+10.7%
mkt cap
$21.2B
signals 14d
75
authors 14d
53
crowd 14d
+0.5σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 44% mid · 79 pctile own 1y | IV/HV 0.97× |
| Skew — 25Δ RR 30d | +0.007 93 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, 2026-10-02 → 2026-10-16 · now +0.44 (−1 bearish … +1 bullish)
Who spoke53
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @pradeeepk | B | -0.01 | 7 | +0.45 |
| @longriverCM | B | -0.35 | 4 | -0.03 |
| @Mark_Lexus | C | +1.73 | 3 | +0.03 |
| @ConsensusGurus | B | -0.54 | 3 | -0.07 |
| @DinoLeadingNews | C | +1.99 | 3 | +0.30 |
| @Tickeron | C | +1.53 | 3 | -0.05 |
| @Analyst_G | B | +2.26 | 2 | -0.62 |
| @Financhle | C | · | 2 | +0.05 |
| @BottomPhishing | B | -0.28 | 2 | -0.40 |
| @Barchart | C | · | 2 | +0.30 |
| @robertojirusta | C | -0.38 | 2 | +0.35 |
| @OpenOutcrier | C | · | 1 | -0.25 |
| @CNBC | C | +0.31 | 1 | +0.30 |
| @JaguarAnalytics | B | -0.08 | 1 | +0.30 |
| @UTEX_io | C | +0.04 | 1 | +0.30 |
| @dividendology | C | +2.30 | 1 | -0.70 |
| @Stockspy1 | C | -1.44 | 1 | +0.45 |
| @Investor_NICK_ | B | -0.50 | 1 | -0.75 |
| @MikeZaccardi | B | +0.60 | 1 | -0.25 |
| @SchwabNetwork | C | -0.56 | 1 | +0.00 |
| @akishore | C | -1.30 | 1 | -0.50 |
| @KeithMcCullough | A | -3.03 | 1 | -0.75 |
| @HammerstoneMar3 | C | +0.30 | 1 | +0.30 |
| @tastyliveshow | B | -0.56 | 1 | -0.70 |
| @AryaFintech | C | -1.41 | 1 | -0.35 |
Recent signals30of 75 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @Bearlovesbull | +0.70 | Bought DRAM, SOXL and LEN; expects gains by December and will review NVO and HIMS Monday. — Discloses new purchases, an existing OSCR position and a bullish December horizon. | +10.2% | tweet ↗ |
| 2026-10-16 | @fundmyfund | +0.55 | Reports rotation into rate-sensitive homebuilding exposure. | +10.2% | tweet ↗ |
| 2026-10-16 | @JoshTradeOption | +0.20 | Connects hot inflation and high rates to option-selling tactics and notes LEN's yield-driven rally. | +10.2% | tweet ↗ |
| 2026-10-16 | @MarketMaestro1 | +0.30 | Builds a favorable Lennar framework around mortgage rates, yields, employment and housing supply. | +10.2% | tweet ↗ |
| 2026-10-15 | @Mark_Lexus | +0.35 | Use LEN, HOV and TOL as today's safety trade. — Identifies three homebuilders as the author's safety trade for the day. | +9.3% | tweet ↗ |
| 2026-10-15 | @HyenukChu | +0.20 | Discloses closing short positions in homebuilders after observing bond buying. | +9.3% | tweet ↗ |
| 2026-10-14 | @twinsight_x | -0.75 | Reports fresh homebuilder 52-week lows and links weakness to high mortgage rates and fewer buyers. | +15.5% | tweet ↗ |
| 2026-10-14 | @longriverCM | +0.20 | Highlights Greg Abel's reported purchases of Google, Lennar and Bending Spoons shares. | +15.5% | tweet ↗ |
| 2026-10-14 | @ConsensusGurus | -0.20 | Suggests another related-party-style home sale between LEN and MRP. | +15.5% | tweet ↗ |
| 2026-10-14 | @longriverCM | -0.25 | Notes LEN is cheaper but expresses current bearishness on housing despite long-term recovery potential. | +15.5% | tweet ↗ |
| 2026-10-14 | @StockPatternPro | -0.15 | Cryptic reaction to Lennar and Warren requires the accompanying chart for interpretation. | +15.5% | tweet ↗ |
| 2026-10-12 | @Tronthetrader | +0.35 | Hints that Berkshire's continued LEN buying has a favorable sector rationale to be explained later. | +13.8% | tweet ↗ |
| 2026-10-12 | @Mark_Lexus | +0.00 | Notes builders' October or November fiscal year-ends may increase buyer incentives. | +13.8% | tweet ↗ |
| 2026-10-12 | @PolycarpFX | -0.45 | States that homebuilders remain weak. | +13.8% | tweet ↗ |
| 2026-10-12 | @kurtsaltrichter | -0.75 | Warns high incentives and crisis-level margins leave Lennar exposed to further margin declines if rates stay high. | +13.8% | tweet ↗ |
| 2026-10-11 | @longriverCM | -0.60 | Extensive bearish homebuilder thesis cites rates, incentives, supply and margin compression. | +10.7% | tweet ↗ |
| 2026-10-11 | @JTE_ThetaCo | +0.30 | Berkshire reportedly bought $135M of LEN on Oct. 2 and now owns 12%, alongside key chart levels. | +10.7% | tweet ↗ |
| 2026-10-10 | @Tickeron | -0.30 | Views DHI as relatively stronger while highlighting LEN's profitability and governance concerns. | +10.7% | tweet ↗ |
| 2026-10-10 | @Tickeron | +0.15 | Summarizes LEN analyst targets, implied upside and disagreement across estimates. | +10.7% | tweet ↗ |
| 2026-10-10 | @Tickeron | +0.00 | Notes LEN is testing support within a falling-wedge chart pattern. | +10.7% | tweet ↗ |
| 2026-10-10 | @theincomewheel | +0.30 | Reports Berkshire added over $135M of LEN and now owns roughly 12%, while LEN tests weekly support. | +10.7% | tweet ↗ |
| 2026-10-10 | @TrendSpider | +0.30 | Reports Berkshire invested $135M in Lennar as LEN tests technical support. | +10.7% | tweet ↗ |
| 2026-10-09 | @USAnt_IDEA | +0.25 | Frames religious-land housing deregulation as a potential project pipeline for builders such as LEN. | +10.7% | tweet ↗ |
| 2026-10-09 | @Barchart | +0.30 | Show preview lists a Berkshire purchase, Brazilian-stock surge, bond question and GS bear market. | +10.7% | tweet ↗ |
| 2026-10-09 | @Bitget_TradFi | +0.00 | Bitget launches four new US-stock perpetual products with up to 20x leverage. | +10.7% | tweet ↗ |
| 2026-10-08 | @t3live | +0.55 | Scale into selected long-term names at the stated pullback levels. — Relays explicit long-term buy and scale-in plans across several stocks. | +9.4% | tweet ↗ |
| 2026-10-07 | @InvestiBrew | +0.30 | Presents WFG as a PMI-driven wood-products breakout expected to outperform broad equities. | +11.5% | tweet ↗ |
| 2026-10-07 | @TalkMarkets | +0.30 | Reports Buffett buying another $190M of homebuilder LEN. | +11.5% | tweet ↗ |
| 2026-10-07 | @robertojirusta | +0.40 | Uses a record 238.6% Buffett Indicator to warn of low market returns while favoring LEN value. | +11.5% | tweet ↗ |
| 2026-10-07 | @VanIsleInvestor | +0.35 | Relays Bill Smead's three bullish stock picks and associated price targets. | +11.5% | 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.