Align Technology, IncNasdaq: ALGN
Health Care · Health Care Supplies
$178.92
+1.65%
Vol: 524K
Research Digest
Friday, May 1, 2026
Q1 EPS $2.58 beats 12.8%; record Invisalign shipments, $200M buyback authorized
Align Technology beat Q1 earnings with $2.58 EPS (vs $2.26 consensus) and $1.04B revenue (6.2% YoY growth). Clear aligner shipments hit record 686k cases with expanding margins. Board approved $200M share repurchase (1.6% of shares). Q1 revenue down 0.7% sequentially but guides Q2 to ~$1.05B. Despite strong results, stock fell 3.27% in broader market. Analysts bullish: Evercore raised target to $220, Leerink to $230 (24-30% upside). Risk: sequential revenue softness.
Previous Market Intelligence
13 daysApr 30Align Technology Beats Q1 Estimates, Announces $200M Buyback, Reaffirms 2026 GuidancePositive▶
Align Technology reported Q1 2026 revenue of $1.04 billion (+6.2% YoY), beating $1.02 billion consensus. Adjusted EPS of $2.58 exceeded $2.30 estimate (12.8% beat). Record Invisalign shipments of 685.7K units (+6.7% YoY) with double-digit growth in EMEA, APAC, LATAM; North America stable. Announced $200M stock buyback over 6 months starting May 1, 2026. Reaffirmed FY2026 guidance: 3-4% revenue growth, ~23.7% adjusted operating margin (100bps improvement). Recognized 5th consecutive year as Top 100 Global Innovator. Mizuho raised target to $220 from $215 Outperform.
Apr 16Align Technology to report Q1 2026 earnings April 29 with expected upside following recent beatsPositive▶
Align Technology will announce Q1 2026 financial results on April 29 after market close. Analysts anticipate analyst upgrades and earnings beats with expected low single-digit YoY revenue growth. The company introduced the iTero Design Suite for in-practice 3D printing capabilities. At $171.87/share with 3.37% 7-day return and 10.15% YTD gains, the company is experiencing positive momentum. Recent analyst activity includes Bank of America maintaining Sell rating while Citi initiated Buy coverage with $240 price target.
Apr 15Align Technology scheduled Q1 2026 earnings for April 29; Barclays upgraded to Overweight with $200 target.Positive▶
Align Technology announced Q1 2026 earnings release for April 29, 2026 after market close, with guidance of $1,010-$1,030 million revenue representing low single-digit growth. Barclays upgraded the stock to Overweight from Equal Weight with $200 price target, citing improved risk/reward after a 15% pullback. The company reported 22 millionth Invisalign patient milestone in 2025.
Apr 14Barclays upgraded Align Technology to Overweight from Equal Weight; Q1 2026 results scheduled for April 29.Positive▶
Barclays upgraded Align Technology to Overweight from Equal Weight with unchanged $200 price target, citing improved risk/reward after 15% pullback. Company scheduled Q1 2026 earnings for April 29 after market close. Elliott Management has built stake seeking to improve stock price. Consensus median price target: $175 from 25 analysts.
Apr 13Barclays upgraded Align Technology to Overweight on April 1 citing improved risk/reward after 15% pullback.Positive▶
Align Technology received an upgrade from Barclays to Overweight with $200 price target after 15% pullback. Average price target from 14 analysts is $198.08, suggesting 13.99% upside. Q1 2026 financial results on April 29 after market close.
Apr 10Align Technology Q1 2026 earnings scheduled April 29; stock up 0.40% with Buy consensus and $189.40 target.Positive▶
Align Technology will report Q1 2026 results on April 29 after market close. Company guided for low single-digit year-on-year revenue growth of $1.01-1.03 billion. Q4 2025 EPS of $3.29 beat estimates by 18.77%. Barclays upgraded to Overweight with $200 target. Stock at $175.23 with 11 analysts averaging Buy rating and $189.40 target.
Apr 9Align Technology Q1 2026 earnings due April 29; Elliott builds activist stake.Positive▶
Align Technology reports Q1 2026 earnings April 29 with analyst forecast EPS $1.74 (+14.5% YoY). Guidance calls for Q1 revenue $1.010−1.030B and 2026 full-year growth 3−4% YoY. Elliott invested stake seeking to lift stock price. Barclays upgraded ALGN to Overweight March 17. Stock reached 20M Invisalign patient milestone. Board authorized $1B stock repurchase over 3 years. Average analyst target $200.15 suggests 20.2% upside. Digital dentistry partnerships expanding (SprintRay, Henry Schein One). Company holds strong competitive position.
Apr 8Align Technology reached 20 millionth Invisalign patient milestone, reflecting accelerating global adoption and strong product innovation commitment.Positive▶
Align Technology delivered record Q4 2025 revenue of $1.05B (up 5.3% YoY, 5.2% sequentially) with Clear Aligner revenue of $838.1M (up 5.5%). Management guided Q1 2026 revenue $1.01B-$1.03B (up 3-5%) and FY2026 growth of 3-4%. Reached 20 millionth Invisalign patient milestone. Activist Elliott built stake seeking to lift stock price. Barclays identified buying opportunity. Q1 2026 earnings due April 29 with EPS guidance of $1.74 (up 14.5% YoY). According to 15 analysts, Moderate Buy with 20.2% upside to $200.15 target.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Align Q1 2026 earnings April 29; Invisalign reaches 20 million patients.Positive▶
Align Technology will report Q1 2026 results April 29. Reached 20 millionth Invisalign patient milestone. Q4 2025 revenues $1.047B (up 5.3% YoY) with 676.9K clear aligner cases (up 7.7% YoY).
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 2Align Technology reports record Q4 revenue of $1.047 billion; Elliott Investment builds stake and seeks stock price improvements.Positive▶
Align Technology reported record Q4 2025 revenue of $1.047 billion (up 5.3% YoY) with record clear aligner shipments of 676.9 thousand cases. Full-year 2025 revenue reached $4.0 billion. The company reached its 22 millionth Invisalign patient milestone with approximately 295,000 active Invisalign-trained practitioners globally. Elliott Investment built a stake and is seeking ways to lift stock price. Board authorized a new $1.0 billion stock repurchase program. Analyst consensus Buy with price target of $189.4.
Apr 1Elliott builds stake in Align Technology seeking governance changes; 20 millionth Invisalign patient milestone.Positive▶
Align Technology reached 20 millionth Invisalign patient milestone. Elliott Management built meaningful stake seeking to lift stock price and improve governance. Company delivered second consecutive strong quarter with Q4 results exceeding expectations.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WSTWEST | $300.73 | +1.05% | +15.9% | 31.1x | 1.15 | $21.0B |
| ALGNALIGN | $178.92 | +1.65% | +2.4% | 14.2x | 1.81 | $12.6B |
| COOCOOPER | $62.34 | -0.89% | -10.5% | 12.5x | 1.07 | $12.3B |
| LLYELI | $964.50 | +3.20% | +0.8% | 22.2x | 0.50 | $834.9B |
| JNJJOHNSON | $227.78 | -0.90% | -4.6% | 18.1x | 0.33 | $553.3B |
| ABBVABBVIE | $207.05 | -2.02% | +2.2% | 13.1x | — | $373.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.