ALGN
ACCE-researchedOverview
ACCE thesis
Align Technology manufactures Invisalign clear aligners and iTero intraoral scanners that orthodontists and dentists use to straighten teeth without traditional metal braces. The company owns the dominant position in clear aligner therapy with roughly 90% market share globally, protected by an extensive patent portfolio and network effects from its massive case database. International expansion drives the growth story, with markets like China and Europe still showing penetration rates well below the mature US market of 15-20% of orthodontic cases. Trading at 13.6x forward earnings after a brutal 2022-2023 selloff, shares have compressed from pandemic highs above $700 to current levels around $240. Management expects double-digit revenue growth to resume as dental visits normalize and international adoption accelerates, making this a compelling recovery play on a proven business model.
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Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
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Quality
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Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| AVTR | Avantor Inc. Common Stock | $10.5B | - | -9.7% | 0.71 | 0.0% | - | Compare |
| COO | The Cooper Companies Inc. Common Stock | $10.5B | 19.0 | 6.8% | 0.30 | 0.0% | - | Compare |
| RGEN | Repligen Corporation Common Stock | $10.0B | 242.3 | 2.0% | 0.27 | 0.0% | - | Compare |
| BAX | Baxter International Inc. Common Stock | $11.8B | - | -14.4% | 1.55 | 0.9% | - | Compare |
| ATR | AptarGroup Inc. Common Stock | $7.9B | 22.5 | 13.5% | 0.56 | 1.5% | - | Compare |
| COLO-B.CO | Coloplast A/S | $14.5B | 34.1 | 18.5% | 1.36 | 5.5% | - | Compare |
Sector report card
Where ALGN ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 8, 2026Align Technology to Speak at Upcoming Financial Conference
- Business Wire•Aug 31, 2026Quentin Blackford to Join Align Technology Board of Directors
- Business Wire•Aug 12, 2026Align Technology Prevails in China Patent Infringement Action Against Angelalign
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