ALGN

$ALGN chatter on StockTwits

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  Richard Smith@richardms2015h

  $ALGN "Align Technology (NASDAQ: ALGN), the maker of Invisalign clear aligners, recently reported its Q2 2026 financial results, delivering a mixed outlook that showcases robust core volume growth and operational margin expansion offset by softness in its dental imaging equipment segment and weaker-than-expected short-term guidance. While Align slightly beat Q2 consensus estimates with record revenue of $1.06 billion (up 4.3% YoY) and adjusted EPS of $2.64, the stock dipped into the $175 range due to a conservative Q3 forecast and a looming UK tax liability. Market analysts remain generally optimistic on Align's long-term digital platform ecosystem despite the near-term capital equipment slowdown. The current consensus points to a Moderate Buy, with trailing 12-month price targets averaging between $206 and $214, implying an estimated upside potential of 15% to 22% from current price positions." HOLD

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  PRISM MarketView@prismmarketview17h

  Digital dentistry is becoming a platform race. Align, Envista, and Dentsply Sirona are all competing to build connected ecosystems spanning imaging, AI, treatment planning, and clinical workflows — not just individual products. Align faces an Elliott-backed strategic review. Envista and Dentsply report earnings next week. https://prismmarketview.com/digital-dentistrys-next-phase-is-about-platforms-not-products/ $ALGN $XRAY $NVST #dentalcare #dentistry #algn #nvst #DigitalDentistry

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  Maverik@MaverikIT1d

  @cynicaloptimist @Jblack500 @BustaCapital @IsabellaDC @WAJeff @No_Face_character $ALGN - crooked teeth

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  ElizabethBlume@eBB29871d

  $ALGN Board refresh in motion. Three new independent directors targeted, bringing healthcare, tech, and ops experience. Also brought in a top global consulting firm as strategic advisor. Signal looks like management is pressing for a reset and sharper execution.

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  MarketBeat Earnings@EarningsInsider1d

  https://www.marketbeat.com/earnings/reports/2026-7-29-align-technology-inc-stock/ $ALGN Align Technology Earnings Transcript

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  Robert Roberts@VolumeVertex1d

  $ALGN is making moves to improve execution and capital allocation. Board changes and a larger buyback can help, but investors will judge this on whether the business actually gets back to stronger growth. Governance changes are a start. Results still matter more.

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  DonCorleone77@DonCorleone771d

  $ALGN Align Technology sees FY26 revenue growth 3%-4% The company said, "Our full year 2026 revenue guidance continues to assume a benefit from foreign exchange that is consistent with the assumptions underlying our initial full year outlook. We expect the impact of foreign exchange to moderate in the remaining quarters, trending toward the full-year assumption of approximately 100 basis points. We now expect 2026 Clear Aligner volume growth to be up approximately 6% year-over-year and 2026 Clear Aligner ASP to be flat to slightly down from 2025. We now expect 2026 Systems & Services revenue growth to be down 6% to 8% year-over-year as we anticipate a continued mix shift towards lower-priced scanners and more flexible acquisition models in 2H'26. We expect our 2026 iTero scanner shipment growth to be up double-digits year-over-year, reflecting continued customer adoption and scanner placements - and helping to underpin our second half outlook for Invisalign volumes. We expect 2026 GAAP Gross Margin to be approximately 70.2% to 70.5%, up year-over-year by approximately 3 points, due to the incurrence of one-time charges expected to be approximately $30 to $40 million primarily for accelerated depreciation and restructuring and other charges, partially offset by gain on assets held for sale. We expect 2026 non-GAAP Gross Margin to be up approximately 100 basis points over 2025 non-GAAP Gross Margin. We expect 2026 GAAP Operating Margin to be approximately 15.1% to 15.6%, up year-over-year by approximately 2 points, due to the incurrence of one-time charges expected to be approximately $90 to $110 million, primarily related to restructuring and other charges, accelerated depreciation, and legal settlements, partially offset by gain on assets held for sale. In Q2'26 we recorded $38 million for clear aligner UK VAT liability. We expect 2026 non-GAAP Operating Margin to be approximately 23.7%, a 100-basis point improvement year-over-year consistent with our previous guidance. We expect our investments in capital expenditures for fiscal 2026 to be $125 million to $150 million. Capital expenditures primarily relate to technology upgrades, additional manufacturing capacity as well as maintenance. We now expect to repurchase $400 million to $500 million of our common stock in 2026, reflecting the conviction of the Board and Management in Align's long-term value. This includes approximately $133 million of our common stock we expect to repurchase through October 2026."

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  DonCorleone77@DonCorleone771d

  $ALGN Align Technology sees Q3 revenue $1B-$1.02B, consensus $1.02B Sees Q3 adjusted gross margin roughly 71%. Sees Q3 adjusted operating margin roughly 24%.

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  DonCorleone77@DonCorleone771d

  $ALGN Align Technology reports Q2 adjusted EPS $2.64, consensus $2.60 Reports Q2 revenue $1.056B, consensus $1.06B. Commenting on Align's Q2'26 results, Align Technology President and CEO Joe Hogan said, "We delivered a solid second quarter with record revenues of $1.06 billion, up 4.3% year-over-year, driven by record Clear Aligner volumes of 691.8 thousand cases and 8.2% Clear Aligner revenue growth. Q2'26 revenues and Clear Aligner volumes were in line with our outlook, while Clear Aligner ASPs and non-GAAP operating margin of 22.9% exceeded our expectations. Q2'26 year-over-year Clear Aligner volume growth of 7.4% was driven by continued double-digit expansion across APAC, EMEA, and Latin America, together with stable performance in North America. Growth reflected continuing adoption across orthodontist and GP dentist channels and across adult, teen, and growing patient segments, as well as continued double-digit growth from DSOs. Investments in patient financing, clinical support programs, doctor subscription offerings, and practice productivity solutions supported adoption and utilization across our global Invisalign business. In Systems and Services, Q2'26 revenue performance reflected persistent softness in the capital equipment market as well as a shift toward lower-priced scanners and flexible acquisition models, including leasing and rental programs, which generate lower upfront revenue than traditional scanner purchases. By lowering the upfront cost of adoption, we can expand patient access to care, grow recurring revenue, and strengthen the Align Digital Platform."

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  BullYa@BullYa1d

  $ALGN retest 📉$130 ok

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  1986iamwallstreet@1986iamwallstreetBearish1d

  $ALGN 🩸🩸🩸🩸🩸🩸🩸

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  lousyjets@lousyjetsBearish1d

  $ALGN gimme 150

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  Stocktwits Earnings@StocktwitsEarnings1d

  $ALGN Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.51 down -12.21% YoY • Reported revenue of $1.06B up 4.32% YoY • Align Technology expects Q3 2026 worldwide revenues of $1,000M to $1,020M, while continuing to target 2026 worldwide revenue growth of 3% to 4% and non-GAAP operating margin improvement of 100 basis points.

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  Johnny Utah@arpax199581d

  $ALGN - people buying the $210 lotto calls for tomorrow

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  27R@27R1d

  $ALGN reports after the close today, and the historical post-earnings chart looks more volatile than quiet, with past reactions spreading rather than clustering.

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