ALGN

AI Research

Barclays upgrades to Overweight with $200 target; Q4 record revenue $1.05B beats estimates

Align Technology was upgraded by Barclays from Equal Weight to Overweight with a $200 price target on March 17, 2026, suggesting 18% upside from the previous close. Q4 2025 showed record total revenue of $1,047.6M (+5.3% YoY) and record clear aligner shipments of 676.9K cases, with EPS of $3.29 beating the $2.99 estimate. The company guides 2026 revenue growth of 3%-4%; 7 analysts rate Buy and 7 Hold, with a "Moderate Buy" consensus and $198.08 average target.