Align Technology's revenue has plateaued near $1.0B per quarter, with growth oscillating between -1.8% and 6.2% over the past ten quarters, suggesting a mature market facing competitive pressures. Gross margin volatility, swinging from 70.8% in 2026Q1 to 65.1%...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has stalled near $1.0B per quarter, with 2026Q2 growth of only 4.3%, while gross margin dropped 570 basis points from 70.8% to 65.1% in the same period, indicating pricing pressure and margin volatility.
Align Technology's dominant position in the clear aligner market is a key driver of long-term value.
The company's proprietary digital workflow platform enhances efficiency and differentiation in orthodontic treatment.
Invisalign's established brand provides competitive advantages and pricing power in the clear aligner space.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $2.64+0.8% vs $2.62 | $1.1B+0.4% vs $1.1B |
Q2 2026 Apr 29, 2026 | $2.58+12.2% vs $2.30 | $1.0B+1.8% vs $1.0B |
Q1 2026 Feb 4, 2026 | $3.29+10.0% vs $2.99 | $1.0B+1.4% vs $1.0B |
Q4 2025 Oct 29, 2025 | $2.61+8.8% vs $2.40 | $996M+2.0% vs $976M |
Align Technology NASDAQ: ALGN sees continued growth potential for Invisalign clear aligners in the United States and internationally despite a challenging consumer environment, Chief Financial Officer John Morici said during a Baird investor conference.
Align Technology, Inc. (ALGN) Presents at 2026 Global Healthcare Conference Transcript
Align Technology expands Invisalign and digital dentistry adoption as iTero gains traction, but weak capital spending and currency volatility remain risks.
Align Technology, Inc. (NASDAQ: ALGN - Get Free Report) was the target of unusually large options trading activity on Tuesday. Stock traders acquired 2,293 call options on the stock. This represents an increase of 72% compared to the typical daily volume of 1,334 call options. Analysts Set New Price Targets A number of analysts recently commented
Benchmark ALGN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Align Technology, Inc. (ALGN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $148.17 | $10.61B | 26.22 | 0.9% | 10.17% | 10.39% | — | |
| $9.78 | $1.96B | -3.26 | -2.98% | -14.99% | -39.8% | — | |
| $85.05 | $9.69B | 26.01 | 4.03% | 2.96% | 8.38% | — | |
| $23.82 | $3.88B | 85.07 | 8.32% | 3.33% | 4.1% | — | |
| $522.02 | $41.18B | 39.91 | 10.42% | 25.03% | 71.96% | — | |
| $76.01 | $16.97B | 30.53 | 1.74% | 13.18% | 11.01% | — |
Align Technology, Inc. (ALGN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Align Technology, Inc. (ALGN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jul 29, 2026·SEC
Jul 9, 2026·SEC
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Align Technology, Inc. (ALGN) stock FAQ — growth, dividends, profitability & financials explained
Align Technology, Inc. (ALGN) reported $4.14B in revenue for fiscal year 2025. This represents a 1007085% increase from $0.4M in 1999.
Align Technology, Inc. (ALGN) grew revenue by 0.9% over the past year. Growth has been modest.
Yes, Align Technology, Inc. (ALGN) is profitable, generating $413.6M in net income for fiscal year 2025 (10.2% net margin).
Align Technology, Inc. (ALGN) has a return on equity (ROE) of 10.4%. This is reasonable for most industries.
Align Technology, Inc. (ALGN) generated $755.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
