NVR Stock: Analyst Estimates & Ratings
NVR, Inc. (NVR), a homebuilder with a $17B market cap, reported Q2 2026 EPS of $83.96 and revenue of $2.28B, down 10.5% YoY. Shares fell 3.1% on July 23, underperforming the S&P 500. Analysts expect FY 2026 EPS to drop 15.9% YoY. The consensus rating is 'Moderate Buy' with a mean price target of $6,912.71.
How this was made

The 30-second read
Why it matters
Earnings miss and revised guidance could trigger short‑term volatility, while analyst price‑target lifts suggest upside.
Market read
NVR's earnings and analyst updates provide actionable insight for traders focused on the housing sector.
What to watch
Land‑deposit impairments and lot‑cost inflation may be temporary, supporting longer‑term demand.
Background
NVR is a large U.S. homebuilder with a market cap around $17 B, operating in 37 metros.
Ticker impact
Q2 2026 earnings disclosed: EPS $83.96, revenue $2.28B, margin compression and price target updates.
Short-term downside risk with potential rebound if price targets are met.
The earnings beat history is mixed and the new guidance is weaker, but price target upgrades imply upside.
Market effects
Homebuilding sector may face pressure from affordability challenges.
U.S. residential construction outlook slightly weakened.
Limited to U.S. housing market participants.
Counterpoint
Despite earnings miss, the stock could rally on price‑target upgrades and strong order backlog.
Key entities
- companyNVR, Inc.
U.S. homebuilder reporting Q2 2026 results.
- analystTruist Financial
Maintained Hold rating and set $6,400 price target.



