[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Denistratos [@SoJustFollowMe](/creator/twitter/SoJustFollowMe) on x XXX followers Created: 2025-07-20 11:07:13 UTC SHOULD YOU BUY $ALGN AT THE BOTTOM OF ITS RANGE? $ALGN is trading near the lower end of its multi-year range - back to 2017 levels. Looks like a spot worth watching. WHAT THE COMPANY DOES Align Technology is a medtech player focused on digital orthodontics. Its flagship product, #Invisalign, offers clear aligners as an alternative to traditional braces. Q1’25: FLAT RESULTS 🔸 Revenue: $979.3M (−2% y/y) 🔸 Adj. EPS: $XXXX (flat y/y) 2025 GUIDANCE: MODEST GROWTH 🔹 Revenue growth: +3.5–5.5% 🔹 Volume growth: +4–6% 🔹 ASP: expected to decline 🔹 Op. margin: ~22.5% (+70bps y/y) INVISALIGN STILL DRIVES ~80% OF REVENUE Organic segment growth was modest: 🔹 Volume: +6.2% 🔹 Price: −5.6% Price pressure comes from expansion into emerging markets and greater sales of the lower-tier Invisalign Moderate (vs. Comprehensive). Invisalign holds an estimated ~90% share of the clear aligner market - thanks to deep ties with large dental chains. The main concern is Chinese competitor AngelAlign, which split the market 50/50 with $ALGN in China and may push into Europe. But real competition is unlikely: AngelAlign uses cheaper, less advanced polymers (PETG, PU) and relies on lower-quality CAD models. That may weigh on pricing but doesn’t threaten $ALGN’s business model - at least not yet. SCANNERS, SOFTWARE & SUBSCRIPTIONS = XX% OF REVENUE This includes: 🔹 iTero intraoral scanners 🔹 exocad CAD/CAM dental software 🔹 Subscriptions & doctor training Organic growth in Q1’25: +4% y/y. The 2024 launch of iTero Lumina brought big upgrades - including X-ray–free caries detection (via NIRI tech) and tools for general dentists, not just orthodontists. Clinic upgrades (especially from iTero 5D) and entry into restorative dentistry are the main growth drivers from 2026 onward. While 3Shape remains a strong competitor, $ALGN has more client data and a head start. SaaS revenues are significantly higher-margin - which supports ongoing profitability expansion already reflected in guidance. VALUATION LOOKS CHEAP FOR A MEDTECH MONOPOLY 🔸 19x forward P/E 🔸 1.9x forward PEG For a market leader, that’s not expensive. The big question is whether $ALGN can offset pricing pressure with volume growth. No major turnaround expected in 2025, but a XX% EPS growth in 2026 seems achievable. At current levels, the stock looks undervalued - weighed down by market fears around #AngelAlign and soft demand. But over the next 2–3 years, I don’t see serious risks to the monopoly. What happens post–2028, once key patents start expiring, is a more complex story. In my view, $ALGN is a great buy right now. WHO ELSE TO WATCH IN THE SPACE In digital dentistry and ortho, $XRAY (equipment & CAD/CAM), $STMN.SW (#Straumann - a top-tier Swiss player in implants and digital tools), and SaaS-focused names like $MTD and $BRKR (both expanding in healthcare analytics and dental software) offer useful context when evaluating $ALGN. Follow me: @SoJustFollowMe  XXXXX engagements  **Related Topics** [invisalign](/topic/invisalign) [stocks technology](/topic/stocks-technology) [$algn](/topic/$algn) [align technology inc](/topic/align-technology-inc) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/SoJustFollowMe/status/1946889628545376457)
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Denistratos @SoJustFollowMe on x XXX followers
Created: 2025-07-20 11:07:13 UTC
SHOULD YOU BUY $ALGN AT THE BOTTOM OF ITS RANGE?
$ALGN is trading near the lower end of its multi-year range - back to 2017 levels. Looks like a spot worth watching.
WHAT THE COMPANY DOES
Align Technology is a medtech player focused on digital orthodontics. Its flagship product, #Invisalign, offers clear aligners as an alternative to traditional braces.
Q1’25: FLAT RESULTS
🔸 Revenue: $979.3M (−2% y/y) 🔸 Adj. EPS: $XXXX (flat y/y)
2025 GUIDANCE: MODEST GROWTH
🔹 Revenue growth: +3.5–5.5% 🔹 Volume growth: +4–6% 🔹 ASP: expected to decline 🔹 Op. margin: ~22.5% (+70bps y/y)
INVISALIGN STILL DRIVES ~80% OF REVENUE
Organic segment growth was modest: 🔹 Volume: +6.2% 🔹 Price: −5.6%
Price pressure comes from expansion into emerging markets and greater sales of the lower-tier Invisalign Moderate (vs. Comprehensive).
Invisalign holds an estimated ~90% share of the clear aligner market - thanks to deep ties with large dental chains. The main concern is Chinese competitor AngelAlign, which split the market 50/50 with $ALGN in China and may push into Europe.
But real competition is unlikely: AngelAlign uses cheaper, less advanced polymers (PETG, PU) and relies on lower-quality CAD models. That may weigh on pricing but doesn’t threaten $ALGN’s business model - at least not yet.
SCANNERS, SOFTWARE & SUBSCRIPTIONS = XX% OF REVENUE
This includes: 🔹 iTero intraoral scanners 🔹 exocad CAD/CAM dental software 🔹 Subscriptions & doctor training
Organic growth in Q1’25: +4% y/y. The 2024 launch of iTero Lumina brought big upgrades - including X-ray–free caries detection (via NIRI tech) and tools for general dentists, not just orthodontists.
Clinic upgrades (especially from iTero 5D) and entry into restorative dentistry are the main growth drivers from 2026 onward.
While 3Shape remains a strong competitor, $ALGN has more client data and a head start. SaaS revenues are significantly higher-margin - which supports ongoing profitability expansion already reflected in guidance.
VALUATION LOOKS CHEAP FOR A MEDTECH MONOPOLY
🔸 19x forward P/E 🔸 1.9x forward PEG
For a market leader, that’s not expensive. The big question is whether $ALGN can offset pricing pressure with volume growth.
No major turnaround expected in 2025, but a XX% EPS growth in 2026 seems achievable.
At current levels, the stock looks undervalued - weighed down by market fears around #AngelAlign and soft demand. But over the next 2–3 years, I don’t see serious risks to the monopoly. What happens post–2028, once key patents start expiring, is a more complex story.
In my view, $ALGN is a great buy right now.
WHO ELSE TO WATCH IN THE SPACE
In digital dentistry and ortho, $XRAY (equipment & CAD/CAM), $STMN.SW (#Straumann - a top-tier Swiss player in implants and digital tools), and SaaS-focused names like $MTD and $BRKR (both expanding in healthcare analytics and dental software) offer useful context when evaluating $ALGN.
Follow me: @SoJustFollowMe
XXXXX engagements
Related Topics invisalign stocks technology $algn align technology inc stocks healthcare