Align Technology (ALGN) 2025 Conference June 04, 2025 08:10 AM ET Speaker0 Alright. Good morning, everyone. My name is Mike Sarcone. I'm an analyst on the US Medical Supplies and Devices team and welcome to day one of Jefferies twenty twenty five New York Healthcare Conference. This is a track for Align Technologies and from the company, we've got Simon Beard, EVP and managing director for the EMEA region, also joined by Shirley Stacy who's VP finance Corporate Communications and Investor Relations, and we ...

Company Overview - Align Technology (ALGN) shares have increased by approximately 3.6% over the past month, underperforming the S&P 500 index [1] - The most recent earnings report is crucial for understanding the key drivers affecting the stock [1] Earnings Estimates - Estimates for Align Technology have trended downward in the past month, indicating a potential concern for future performance [2][4] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the upcoming months [4] VGM Scores - Align Technology has an average Growth Score of C, a Momentum Score of D, and a Value Score of C, placing it in the middle 20% for the value investment strategy [3] - The aggregate VGM Score for Align Technology is C, which is relevant for investors not focused on a single strategy [3] Industry Performance - Align Technology is part of the Zacks Medical - Dental Supplies industry, which includes Labcorp (LH) [5] - Labcorp has experienced a 2.3% increase in shares over the past month, with reported revenues of $3.35 billion for the last quarter, reflecting a year-over-year growth of 5.3% [5] - Labcorp's earnings per share (EPS) for the last quarter was $3.84, compared to $3.68 a year ago, and it is expected to post earnings of $4.12 per share for the current quarter, indicating a 4.6% increase from the previous year [6]

Align Technology (ALGN) 2025 Conference Summary Company Overview - **Company**: Align Technology (ALGN) - **Event**: 2025 Stifel Jaws and Paws Conference - **Date**: May 28, 2025 Key Points Industry and Market Dynamics - **Overall Market Growth**: Align Technology reported double-digit growth in Asia and Europe, while North America remained relatively flat [4][20] - **Consumer Confidence**: The company noted a divergence between Google Trends and consumer confidence indices, suggesting that both metrics should be considered together for a comprehensive view of market interest [8][11] - **Geographic Performance**: - **APAC**: Strong growth due to stable economies post-COVID, with Japan and China performing well [21][22] - **EMEA**: Mixed results with strong performance in Spain, Italy, and the UAE, while Germany faced challenges [24] Financial Performance and Guidance - **Revenue Guidance**: The company raised its revenue guidance for 2025, attributing this to favorable foreign exchange rates and consistent volume growth [15][17] - **Gross Margin**: The gross margin was reported at 22.5%, with efforts to offset tariff impacts and improve productivity [17][18] - **Long-Range Plan (LRP)**: The company expressed confidence in achieving double-digit growth in APAC and EMEA, with modest growth expected in North America [42][43] Product and Innovation - **New Products**: Introduction of new products like IPE and MAOB aimed at expanding market reach, particularly in the teen segment [25][29] - **Conversion Tools**: Enhanced conversion rates through new tools that allow immediate treatment simulations during patient consultations [12][13] - **Direct Fabrication**: The company is transitioning to direct fabrication, which is expected to be dilutive in 2025 and 2026 but accretive by 2027 due to material cost savings [61][63] Competitive Landscape - **Market Competition**: Align Technology acknowledged increased competition but noted a more respectful pricing strategy among competitors as the market growth slows [75][78] - **Pricing Strategy**: The company is focused on maintaining pricing integrity while navigating the competitive landscape, particularly against lab-based players [76][79] Strategic Initiatives - **Advertising Strategy**: The company plans to increase direct-to-consumer advertising for new products once they gain traction in the market [30][31] - **Sales Force Engagement**: Strengthening relationships with partners like Heartland to drive consumer demand and leverage distribution channels [27][28] Miscellaneous Insights - **Tariff Impact**: The company is managing a monthly tariff impact of approximately $1 million, primarily affecting scanner flows from Israel to the U.S. [17] - **Technological Advancements**: The introduction of the Lumina platform is expected to set a new standard in intraoral scanning technology, enhancing operational efficiency [50][52] This summary encapsulates the key insights and strategic directions discussed during the Align Technology conference, highlighting the company's performance, market dynamics, and future growth prospects.

Investors with an interest in Medical - Dental Supplies stocks have likely encountered both Align Technology (ALGN) and Merit Medical (MMSI) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our S ...

Align Technology, Inc.’s (ALGN) Invisalign Palatal Expander System has recently received approval from the National Medical Products Administration ("NMPA") in China. The approval is for broad patient applicability, including growing children, teens and adults (with surgery or other techniques). The Invisalign Palatal Expander will be commercially available during the second half of 2025.The latest development marks a milestone in the company’s efforts to enhance clinical outcomes and efficiency in orthodon ...

Align Technology (ALGN) 2025 Conference May 13, 2025 04:40 PM ET Speaker0 Thanks for joining us. My name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics team. And for next session, I'm excited to host Align Technology. We're joined by Frank Gwynn, EVP and managing director of the Americas region, and we also have Shirley Stacy from Investor Relations on board. Frank, Shirley, thanks for being here. Speaker1 Thanks for Speaker2 having us. Having us. Speaker0 Maybe just to kick t ...

The Zacks Medical - Dental Supplies industry in the Medical sector is seeing a robust demand for services since the beginning of this year, driven by patient preferences for timely and convenient care, as well as policy initiatives aimed at enhancing access to dental health services. Clinical practices witnessed heightened patient engagement, as reflected in rising prescription volumes. Meanwhile, the trade deal between the United States and China is likely to be a big relief for all industries, including t ...

From a technical perspective, Align Technology (ALGN) is looking like an interesting pick, as it just reached a key level of support. ALGN recently overtook the 20-day moving average, and this suggests a short-term bullish trend.A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averag ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________ FORM 10-Q ____________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-32259 ____________________________ ALIGN TECHNOLOGY, INC. (Exact name ...

Investors with an interest in Medical - Dental Supplies stocks have likely encountered both Align Technology (ALGN) and Straumann Holding AG (SAUHY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive ...