Key Takeaways Align Technology is expected to report Q2 revenues of $1.06B, up 3.2% from the prior-year quarter.ALGN is projected to deliver Q2 EPS of $2.57, reflecting a 6.6% year-over-year increase. Align Technology's growth is supported by Invisalign gains and expanded iTero scanner adoption.Align Technology, Inc. (ALGN) is set to release second-quarter 2025 results on July 30, after the closing bell.The company posted adjusted earnings per share (EPS) of $2.13 in the last reported quarter, which topped ...

Align Technology (ALGN) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ALGN broke through the 200-day moving average, which suggests a long-term bullish trend.A useful tool for traders and analysts, the 200-day simple moving average helps determine long-term market trends for stocks, commodities, indexes, and other financial instruments. It moves higher or lower in conjunction with longer-term price performance, and serves as a support or ...

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.The 20-day simple moving average is a popular trading tool. It provides a look back at a stock's price over a 20-day period, and is beneficial to short-term traders since it smooths out price fluctuations and provides more trend reversal signals than longer-term moving averages.Like ...

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Core Viewpoint - Investors in the Medical - Dental Supplies sector should consider Align Technology (ALGN) and Straumann Holding AG (SAUHY) as potential value opportunities, with ALGN currently presenting a superior value option based on various valuation metrics [1][7]. Valuation Metrics - Both ALGN and SAUHY hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3]. - ALGN has a forward P/E ratio of 18.33, while SAUHY has a higher forward P/E of 30.67, suggesting that ALGN may be undervalued compared to SAUHY [5]. - The PEG ratio for ALGN is 1.63, indicating a more favorable valuation relative to its expected earnings growth compared to SAUHY's PEG ratio of 2.14 [5]. - ALGN's P/B ratio is 3.65, significantly lower than SAUHY's P/B ratio of 8.9, further supporting ALGN's position as a better value stock [6]. - Based on these valuation figures, ALGN earns a Value grade of B, while SAUHY receives a Value grade of D, highlighting the relative undervaluation of ALGN [6].

Key Takeaways ALGN is expanding Invisalign with new products and international regulatory approvals. ALGN's iTero Lumina scanner gains traction with added restorative features and software upgrades. Align Technology has zero debt and strong cash flow, but forex pressures continue to impact revenues.Align Technology’s (ALGN) successful efforts to broaden the Invisalign business are poised to bring significant growth in the upcoming quarters. Also, iTero is gaining from the rapidly evolving intraoral scanni ...

Company Overview - Align Technology (NASDAQ: ALGN) is recognized as a market leader in the digital dentistry platform sector, yet it is still valued by the market similarly to traditional orthodontic device companies [1] Market Opportunity - There exists a significant opportunity for Align Technology in underpenetrated scanner bases and the development of emerging recurring revenue streams [1] Market Sentiment - The current market sentiment remains pessimistic regarding Align Technology, despite the potential for growth and innovation within the company [1]

Align Technology (ALGN) 2025 Conference Summary Company Overview - **Company**: Align Technology (ALGN) - **Event**: Jefferies 2025 New York Healthcare Conference - **Date**: June 04, 2025 - **Speakers**: Simon Beard (EVP, EMEA), Shirley Stacy (VP Finance), Evelyn Valenti Key Industry Insights Innovation and Technology - Align Technology is entering a phase of significant innovation, focusing on game-changing technologies such as: - **ClinCheck Software**: Transitioning from a manual process to a touchless phase using algorithms and AI, leading to productivity gains for clinicians and the company [3][4] - **Direct Printing**: Eliminating the vacuum forming process in manufacturing Invisalign products, enhancing efficiency [4] - **New Scanning Technology**: Introduction of multidirectional capture technology, opening new development avenues [5] Market Dynamics - The company has seen strong growth in the Asia Pacific and EMEA regions, indicating a balanced global business model [6] - EMEA presents a significant opportunity for expansion, with many markets still underpenetrated despite long-term presence [11][12] Regional Differences - The EMEA market has similarities to North America in terms of digitizing doctor practices, but also faces unique challenges: - Different regulatory environments and advertising laws across European countries [15][16] - Structural differences in how orthodontists and general dentists operate in various markets [17] Growth Projections - Align Technology anticipates a volume growth of 5% to 15% during the ORP period, with acceleration beyond 15% thereafter [26] Strategic Initiatives Peer-to-Peer Program - The company has implemented a peer-to-peer mentorship program to support inexperienced orthodontists, resulting in significant growth in their practices: - Mentees can experience a 5-6x increase in growth, with even higher rates in the kids and teen segment [36] Product Launches - Recent product launches include: - **Palatal Expander**: First new device in over 50 years, showing promising adoption and positive feedback from doctors [41][44] - **Mandibular Advancement Device**: Early feedback indicates effective results, though longer-term outcomes are still being assessed [45] - **Lumina Restorative**: Positive market response noted for its efficiency and photorealism [47] Addressing General Practitioner (GP) Opportunities - The company is focusing on training general dentists with iTero scanners to optimize workflows and improve patient consultations [63][65] - A strategy is in place to support existing general dentists who perform few cases, enhancing their confidence and efficiency through treatment planning services [69] Conclusion - Align Technology is positioned for growth through innovation, strategic regional expansion, and targeted support for practitioners. The company is committed to leveraging its technological advancements to enhance productivity and market penetration in the EMEA region and beyond.

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.