KB Home (KBH) is in the spotlight as Evercore ISI head of housing research downgrades housing stocks, citing government focus on supply-side solutions. Analyst Stephen Kim believes this could negatively impact housing companies, but sees potential for higher multiples in the long term due to improved operations and competitive advantages. NVR sets an example for other builders to follow.

Read more at Yahoo Finance: Analyst Downgrades KB Home (KBH) Amid a ‘Depressant’ on Homebuilding Stocks