艾利科技(ALGN)
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Down -9.19% in 4 Weeks, Here's Why You Should You Buy the Dip in Align Technology (ALGN)
zacks.com· 2024-05-20 22:36
Align Technology (ALGN) has been beaten down lately with too much selling pressure. While the stock has lost 9.2% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier. Guide to Identifying Oversold Stocks We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator ...
Align Technology (ALGN) Gains From Innovation, Global Expansion
zacks.com· 2024-05-17 00:45
Align Technology’s (ALGN) robust product line, balanced growth across all channels and consistent focus on international markets to drive growth bolster our confidence in the stock. The stock carries a Zacks Rank #2 (Buy) currently. Align Technology is strategically capturing the growing malocclusion market, one of the most prevalent clinical dental conditions in the world. According to Align Technology’s 2023 data, malocclusion currently affects approximately 60% to 75% of the global population. The compan ...
Is Align Technology Stock A Buy?
24/7 Wall Street· 2024-05-08 23:13
Is Align Technology Stock A Buy? scyther5 / Getty Images Align Technology (NASDAQ: ALGN), most notably the makers of Invisalign aligners specializes in orthodontic devices and restorative treatment has been through a whirlwind the past 2 years, with its stock price dropping 60% since its high in September 2021. 2024 has also seen its challenges, after the stock increased 20% ...
Align Technology: International Strength To Continue Driving Growth Acceleration
Seeking Alpha· 2024-05-07 23:52
Tom Werner Founded in 1997, Align Technology, Inc. (NASDAQ:ALGN) is a company that manufactures 3D digital scanners and clear aligners for teeth straightener use cases in orthodontics. ALGN went public in 2001 at a price of $17.3, and currently it is trading at $288 per share, up over 1,500% since then. However, outperformance could have been even stronger had it not been as volatile in recent times. ALGN soared to over $720 per share in 2021, but then continued its gradual decline to the current level soon ...
Is Align Technology (ALGN) Outperforming Other Medical Stocks This Year?
Zacks Investment Research· 2024-05-06 22:46
Investors interested in Medical stocks should always be looking to find the best-performing companies in the group. Is Align Technology (ALGN) one of those stocks right now? Let's take a closer look at the stock's year- to-date performance to find out. Align Technology is one of 1050 companies in the Medical group. The Medical group currently sits at #4 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sect ...
Align Technology(ALGN) - 2024 Q1 - Quarterly Report
2024-05-04 04:25
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________ FORM 10-Q ____________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 000-32259 ____________________________ ALIGN TECHNOLOGY, INC. (Exact name ...
Align Technology (ALGN) Q1 Earnings Top, 2024 Sales View Up
Zacks Investment Research· 2024-04-26 02:46
财务表现 - Align Technology, Inc. (ALGN)在2024财年第一季度实现了每股调整后盈利为2.14美元,同比增长17.6%[1] - 公司第一季度营收同比增长5.8%,达到9.974亿美元,超出Zacks Consensus Estimate 2.6%[2] - Align Technology第一季度毛利为6.978亿美元,同比增长5.6%,毛利率为70.0%[4] Clear Aligner部门 - Clear Aligner部门的营收同比增长3.5%,达到8.173亿美元,主要受益于亚太地区市场和EMEA地区的强劲增长[3]
Align Technology(ALGN) - 2024 Q1 - Earnings Call Transcript
2024-04-25 08:16
财务数据和关键指标变化 - 第一季度总收入为9.974亿美元,环比增长4.3%,同比增长5.8% [37][38] - 第一季度Clear Aligner收入为8.173亿美元,环比增长4.5%,同比增长3.5% [38][39] - 第一季度Systems and Services收入为1.802亿美元,环比增长3.1%,同比增长17.5% [43][44] - 第一季度整体毛利率为70%,与上季度持平,同比下降0.1个百分点 [46] - 第一季度Clear Aligner毛利率为70.9%,环比下降0.3个百分点,同比下降0.8个百分点 [47] - 第一季度Systems and Services毛利率为65.9%,环比上升1.1个百分点,同比上升4.3个百分点 [48] - 第一季度营业利润为1.541亿美元,营业利润率为15.5%,环比下降2.5个百分点,同比上升1.3个百分点 [50] 各条业务线数据和关键指标变化 - Clear Aligner业务: - 第一季度Invisalign综合治疗ASP环比上升,同比上升 [39][40] - 第一季度Invisalign非综合治疗ASP环比下降,同比下降 [40] - 第一季度Invisalign First和Invisalign DSP touch-up案例占比持续增长 [19] - Systems and Services业务: - 第一季度非设备收入增长,主要来自iTero Lumina扫描仪升级和更高的扫描仪销量 [14] - 第一季度扫描仪销量受到季节性因素和第四季度强劲销售的影响而有所下降 [14] 各个市场数据和关键指标变化 - 第一季度全球各地区Clear Aligner收入同比均有增长,主要得益于亚太地区强劲的销量增长 [11][18] - 第一季度北美正畸渠道Invisalign案例启动量同比增长,主要受益于Invisalign First和Invisalign DSP touch-up案例的持续增长 [12] - 第一季度EMEA和亚太地区青少年Invisalign案例启动量同比大幅增长,创历史新高 [21][22] 公司战略和发展方向及行业竞争 - 公司完成了对Cubicure的收购,这将成为公司下一代牙套制造的基础 [14] - 公司成功推出了iTero Lumina口内扫描仪,这是公司数字扫描技术的下一代产品 [14][15][16] - 公司在美国和加拿大推出了Invisalign Palatal Expander(IPE)系统,并获得了澳大利亚和新西兰的监管批准 [14][23][24] - 公司认为IPE是其27年历史上最令人兴奋的创新之一,能够更好地满足青少年患者的需求 [23][24] - 公司持续加大在消费者营销和需求创造方面的投入,以提高Invisalign品牌的知名度和吸引力 [25][26][27][28][29][30] - 公司与DSO合作是一个重要的增长机会,有助于推动数字技术在牙科行业的应用 [32][33][34] 管理层对经营环境和未来前景的评论 - 公司对第一季度的整体经营环境表示稳定,各地区的需求模式也较为一致 [77][78] - 公司认为新产品的推出,如Lumina和IPE,将有助于进一步推动正畸业务的增长 [78][79] - 公司对2024年全年的收入增长目标从中单位数调高至6%-8%,主要得益于第一季度的良好表现和第二季度的预期 [60][61][62] - 公司预计2024年全年GAAP和非GAAP营业利润率将略高于2023年的水平 [62] 问答环节重要的提问和回答 问题1 **Elizabeth Anderson 提问** 询问公司对整体需求环境的看法,特别是美国市场和SmileDirect的影响 [75][76] **Joe Hogan 回答** 公司认为整体需求环境保持稳定,各地区表现一致。公司无法将美国市场的变化归因于SmileDirect的广告投放减少 [77][78] 问题2 **Brandon Vazquez 提问** 询问公司对青少年市场的看法,以及Invisalign Palatal Expander对这一市场的影响 [86][87] **Joe Hogan 回答** 公司认为Invisalign Palatal Expander是一项重要创新,能够覆盖青少年正畸市场的20%,但接受度需要一定时间。公司将继续推广这一产品 [87][88][89] 问题3 **Jon Block 提问** 询问公司一季度各月的业务表现情况,以及对4月份的看法 [92][93] **John Morici 回答** 公司整体看到一季度的稳定表现,没有过于关注各月的细节变化。公司的指引是基于一季度的整体情况和新产品的预期贡献 [93][94]
Align Technology (ALGN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Zacks Investment Research· 2024-04-25 06:31
For the quarter ended March 2024, Align Technology (ALGN) reported revenue of $997.43 million, up 5.8% over the same period last year. EPS came in at $2.14, compared to $1.82 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $971.97 million, representing a surprise of +2.62%. The company delivered an EPS surprise of +8.08%, with the consensus EPS estimate being $1.98. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...
Align Technology (ALGN) Surpasses Q1 Earnings and Revenue Estimates
Zacks Investment Research· 2024-04-25 06:11
Align Technology (ALGN) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $1.82 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 8.08%. A quarter ago, it was expected that this maker of the Invisalign tooth-straightening system would post earnings of $2.18 per share when it actually produced earnings of $2.42, delivering a surprise of 11.0 ...