Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 22 Stocks 

10. Lennar Corporation (NYSE:LEN)

Number of Hedge Fund Holdings in Q4 2025: 

Lennar Corporation (NYSE:LEN) is one of the largest homebuilders in America. Its shares are down by 12.6% over the past year and 9.8% year-to-date. Jim Cramer frequently discussed the firm in his appearances on CNBC. Recently, Cramer has started to point out that lower interest rates will help Lennar Corporation (NYSE:LEN). His remarks come as President Trump’s pick for the Federal Reserve Chairman, Kevin Warsh, appears in the Senate. Investment bank Goldman Sachs discussed Lennar Corporation (NYSE:LEN) on January 13th as it bumped the share price target to $125 from $120 and kept a Neutral rating on the stock. The bank discussed the current state of the housing market and remarked that the homebuilder could experience margin pressures later this year as it tries to boost demand for its products. In this appearance, Cramer remarked that Lennar Corporation (NYSE:LEN)’s stock could go higher:

“Lennar, it could go 50 points higher. David, rates are coming down.”

ClearBridge Select Strategy discussed Lennar Corporation (NYSE:LEN) in its fourth quarter 2025 investor letter:

“Advance Auto Parts†, Jacobs Solutions (J; 2.08%**), and Lennar Corporation (NYSE:LEN) (LEN; 0.96%**) were the weakest performers in the quarter. Lennar shares fell late in the quarter after the company offered weaker-than-expected guidance across orders, deliveries, and margins in the company’s fiscal first quarter. Management noted that the housing market remains challenging, despite interest rates continuing to come down.”