NVR

NVR

Market cap $21.1B

The U.S. housing market is severely constrained by high prices, elevated mortgage rates, and overregulation, creating a national affordability crisis. Government intervention is accelerating, with potential emergency measures aimed at boosting supply, easing regulations, and lowering borrowing costs to unlock pent-up demand.

Investors interested in Building Products - Home Builders stocks are likely familiar with D.R. Horton (DHI) and NVR (NVR).

RESTON, Va. , Oct. 1, 2025 /PRNewswire/ -- NVR , Inc. (NYSE: NVR) announced today that George R.

John Lovallo, UBS homebuilders and building products analyst, joins CNBC to discuss KB Home's outlook, stabilization across key markets like Florida and Texas, and why he believes 2026 could be a breakout year for housing if mortgage rates ease.

Investors interested in stocks from the Building Products - Home Builders sector have probably already heard of KB Home (KBH) and NVR (NVR). But which of these two companies is the best option for those looking for undervalued stocks?

Will they or won't they? The "they" in this question is the members of the Federal Open Market Committee (FOMC) of the Federal Reserve.

Despite political turmoil and federal workforce cuts in D.C., I see no material threat to NVR's long-term growth or profitability. D.C. population growth and stable migration trends continue to support housing demand, offsetting concerns about ICE enforcement and unemployment. Housing market data in D.C. shows steady prices and sales, with no clear evidence of a significant slowdown impacting NVR's business.

John Lovallo, UBS U.S. homebuilders analyst, joins 'The Exchange' to discuss the housing market as new home sales beat expectations in July.

NVR (NVR) reported earnings 30 days ago. What's next for the stock?

After making several additions to the company's massive stock portfolio in the second quarter, Berkshire Hathaway (BRK.A 1.28%) (BRK.B 1.35%) owns shares of nearly 40 publicly traded U.S. companies. And to be sure, there's a solid case to be made for buying most of them.