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

Workers on the roof of a dwelling beneath development at the Lennar Tree Tops neighborhood improvement in Lancaster, South Carolina.

Travis Dove | Bloomberg | Getty Pictures

Need for new households stays high in the U.S., and there are some homebuilder shares that can consider additional benefit of that than some others, in accordance to Goldman Sachs.