Professional
Added to YB: 2025-11-03
Pitch date: 2025-09-30
ALGN [neutral]
Align Technology, Inc.
+30.97%
current return
Author Info
No bio for this author
Company Info
Align Technology, Inc. provides Invisalign clear aligners, Vivera retainers, and iTero intraoral scanners and services in the United States, Switzerland, and internationally.
Market Cap
$9.8B
Pitch Price
$126.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.59
P/E
26.56
EV/Sales
2.25
Sector
Health Care Equipment and Supplies
Category
N/A
Meridian Growth Fund Portfolio Holding: Align Technology, Inc.
ALGN trimmed position: Global dental tech leader w/ Invisalign clear aligners & iTero scanning system. Strong competitive moat but demand rebound failed to materialize. Patient conversion rates softened, teen segment revenue growth slowed to 3%. Market share losses amid macro headwinds for discretionary dental procedures & shift to lower-cost alternatives.
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