Katie Hubbard Explains LEN Earnings Positioning & 2026 Housing Outlook
Schwab Network · Schwab Network
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Show Notes
Katie Hubbard believes Lennar (LEN) will beat earnings and remains strong due to its land positioning. She adds that the company has pricing power as it builds smaller, more affordable homes. As for 2026, Katie expects pressure in housing starts permits and starts along with mortgage rates. She highlights her favorable path ahead for the housing market into the new year.
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