CNBC Pro

Goldman upgrades Lennar to buy, seeing 33% upside, but downgrades DR Horton

Workers on the roof of a house under construction at the Lennar Tree Tops community development in Lancaster, South Carolina.
Travis Dove | Bloomberg | Getty Images

Demand for new homes remains high in the U.S., and there are some homebuilder stocks that can take more advantage of that than others, according to Goldman Sachs.

More In Street Calls

CNBC ProGoldman says it's time to be a stock picker with energy stocks. Here are the firm's favorites
CNBC ProNvidia is a buy even with weaker guidance from China lockdowns, Wall Street says
CNBC ProHere are Thursday's biggest analyst calls: Tesla, Lululemon, Apple, CrowdStrike, Kraft Heinz & more