Lennar Corporation (LEN · NYSE)

Lennar trades at $79.81, down 2.8% on the day and 39.1% below its 52-week high, with the stock sitting 14.7% under its 200-day moving average. Fundamentals show pressure: revenue fell 8.7% year over year to $31.97B TTM, earnings dropped 48.0%, and quarterly operating cash flow was negative at $209.3M, though the latest quarter beat estimates ($2.00 reported vs. $1.31 expected) and revenue rose sequentially to $8.05B. Berkshire Hathaway lifted its stake to 11.2% with roughly $53.6M in additional Class A share purchases, while the company maintains a strong liquidity position — an 8.38 current ratio, $1.15B in cash, and debt/EBITDA of 2.2x. Valuation metrics include a P/E of 15.03, price/book of 0.911, and an analyst target of $79, roughly in line with the current price.