NVR INC
NVR is a homebuilder that constructs and sells single-family detached homes, townhomes and condominium buildings, primarily on a pre-sold basis. Its homebuilding brands are Ryan Homes, marketed mainly to first-time and first-time move-up buyers, and NVHomes and Heartland Homes, marketed mainly to move-up and luxury buyers. NVR operates in thirty-seven metropolitan areas in sixteen states, and Washington, D.C. It typically acquires finished building lots from third-party developers under lot purchase agreements. NVR also provides mortgage banking and title services to its homebuilding customers. Through its subsidiary NVR Mortgage Finance, it originates mortgage loans exclusively for those buyers and sells closed loans to investors in the secondary markets. Its title operations broker title insurance and conduct title searches, earning commissions and fees. NVR is headquartered in Reston, Virginia.
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No SEC Form 4 filings for $NVR in the last 30 days.
See all $NVR insider activity →NVR reported 3Q 2026 revenue of $2.4B, down 7.9% YoY, with net income at $248.6M (down 27.5%) and EPS at $89.45 (down 20.4%). The company cited weaker homebuilding demand, fewer settlements, and narrower margins. Management expects these conditions to persist due to affordability concerns and higher mortgage rates.
Morgan Stanley kept NVR's rating at Underweight, reducing its price target by 3.8% to $4864. This suggests a 22.4% downside from NVR's Nov 2 close of $6265.10, according to the firm.
NVR, Inc.'s average stock price target was reduced from $6262 to $6229.67 by 6 analysts, with a range of $4864 to $7425. This implies a 1% downside from the Nov. 2 closing price. The consensus rating among 8 analysts is now 'Sell', with 1 Buy, 3 Holds, and 4 Sells.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning NVR (NVR INC). Coverage has skewed bearish: 0 bullish, 1 neutral, and 2 bearish.
Recent NVR coverage spans earnings, financial news and market movers.
Recap of already‑public earnings; no new catalyst.
The analyst downgrade in target level is likely to reinforce bearish positioning and pressure near-term sentiment, especially if the market was expecting a less severe cut.
Street target cuts and a broader Sell consensus can pressure near-term sentiment, though the piece provides no new company fundamentals.
Significant earnings miss likely pushes the stock down.
The target cut suggests reduced upside expectations and may pressure the stock.
AlphAI scores every news story that mentions NVR with an AI model for sentiment and relevance, and aggregates insider trades from NVR INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
NVR reported 3Q 2026 revenue of $2.4B, down 7.9% YoY, with net income at $248.6M (down 27.5%) and EPS at $89.45 (down 20.4%). The company cited weaker homebuilding demand, fewer settlements, and narrower margins. Management expects these conditions to persist due to affordability concerns and higher mortgage rates.
Morgan Stanley kept NVR's rating at Underweight, reducing its price target by 3.8% to $4864. This suggests a 22.4% downside from NVR's Nov 2 close of $6265.10, according to the firm.
NVR, Inc.'s average stock price target was reduced from $6262 to $6229.67 by 6 analysts, with a range of $4864 to $7425. This implies a 1% downside from the Nov. 2 closing price. The consensus rating among 8 analysts is now 'Sell', with 1 Buy, 3 Holds, and 4 Sells.
Consumer discretionary companies reported mixed earnings this week. Six of nine beat EPS estimates, while four topped revenue forecasts. Notable results: GM, GPC, HAS, TSLA, LVS, TSCO, PHM, DECK, NVR. GM reported $3.70 adj. EPS and $50.02B revenue. TSLA reported $0.48 adj. EPS and $28.05B revenue.
NVR, Inc.'s average stock price target was reduced by analysts from $6399.5 to $6262, with a range of $5058 to $7425. The new target suggests a 2% upside from the Oct. 22 closing price. The consensus rating among 8 analysts is now 'Sell', with 1 Buy, 3 Holds, and 4 Sells.
PulteGroup, NVR, and M/I Homes reported Q3 2026 net income declines of 17%, 27%, and 37% YoY, respectively. Builder confidence fell to 29, the lowest since 2012. Builders are using concessions and rate buydowns to boost sales, impacting margins. NAHB cites affordability challenges and high mortgage rates as key issues.
BTIG maintained a Buy rating and $7,125 price target on NVR Inc. (NYSE:NVR) despite its Q3 earnings miss of $89.45 per share, below estimates. Revenue declined 10% YoY, and orders fell 7% YoY. Analysts cite challenges in home sales and absorption. NVR's gross margin was 18.3%, below BTIG's estimate. The company's financial flexibility and undervaluation were noted. BofA and Morgan Stanley recently downgraded NVR, citing weak orders and lot supply concerns.
Wall Street analyst research calls for Friday include upgrades for Hess Midstream LP (HESM) to Outperform, MSC Industrial (MSM) to Overweight, and SpaceX (SPCX) to Buy. Downgrades include Deckers Outdoor (DECK) to Underweight, Globe Life (GL) to Neutral, and NVR (NVR) to Underperform. Initiations include Guardant Health (GH) and Natera (NTRA) with Buy ratings. Markets saw declines, with Nasdaq down 2.6% and Treasury yields dropping sharply.
BofA downgraded NVR Inc. (NYSE:NVR) to Underperform, lowering its price target to $5,900. The firm cited weak orders, revenue declines, and a weaker margin outlook. NVR's stock has fallen 20% over the past year. Morgan Stanley also initiated coverage with an underweight rating and a $5,058 price target, citing concerns about lot supply.
NVR INC (NVR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 NVR, INC. ANNOUNCES THIRD QUARTER RESULTS October 22, 2026, Reston, VA—NVR, Inc. (NYSE: NVR) , one of the nation’s largest homebuilding and mortgage banking companies, announced net income for its third quarter ended September 30, 2026 of $248.6 million, or $89.45 pe
