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

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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.

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