Align Technology Dirección
Dirección controles de criterios 3/4
El CEO de Align Technology es Joe Hogan , nombrado en Jun 2015, tiene una permanencia de 11.17 años. compensación anual total es $19.19M, compuesta por 7.3% salario y 92.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.37% de las acciones de la empresa, por valor de $44.67M. La antigüedad media del equipo directivo y de la junta directiva es de 3.6 años y 8.9 años, respectivamente.
Información clave
Joe Hogan
Chief Executive Officer (CEO)
US$19.2m
Compensación total
| Porcentaje del salario del CEO | 7.29% |
| Permanencia del CEO | 11.2yrs |
| Participación del CEO | 0.4% |
| Permanencia media de la dirección | 3.6yrs |
| Promedio de permanencia en la Junta Directiva | 8.9yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Aug 07
Align Technology: A Structurally Better Business Trading At A Structurally Lower Multiple
Summary Align Technology delivers record revenue, volume, and operating margins, yet trades near five-year valuation lows despite structural business improvements. Competitive pressures have eased post-SmileDirectClub exit, with ALGN retaining dominant market share and shifting growth toward international and DSO channels. Operating margins are expanding, management continues to raise guidance, and a robust buyback program is underway, supported by strong free cash flow. Key risks include EU antitrust investigation, North American demand softness, iTero revenue declines, and potential activist-driven structural changes. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 30
ALGN: Future Returns Will Depend On Execution And EU Antitrust Resolution
Align Technology's updated analyst model trims the fair value estimate by $5 to $170 as analysts factor in a slightly lower assumed revenue growth profile, a modestly higher margin outlook, and a reduced future P/E multiple, despite recent price target support from firms citing potential long term drivers and limited fundamental impact from the EU antitrust case. Analyst Commentary on Align Technology Street research on Align Technology presents a mixed picture, with some analysts highlighting long term growth drivers while others focus on valuation risks and legal overhangs.
Actualización de narrativa • Jul 01
ALGN: Platform Execution And Limited EU Antitrust Impact Will Drive Repricing
Align Technology's updated analyst price target moves higher to $209.07, with analysts pointing to detailed platform growth levers and limited expected fundamental impact from the EU antitrust case as key supports for the revised fair value and P/E assumptions. Analyst Commentary Analysts covering Align Technology describe a mix of supportive long-term growth drivers and near term headline risks, with recent price targets and commentary reflecting how they weigh platform execution against regulatory uncertainty.
Actualización de narrativa • Jun 17
ALGN: Multi-Year Upside Will Rely On Platform Expansion And Direct Fabrication
Align Technology's latest narrative update keeps the fair value unchanged at $240.00. Analysts point to a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and Street research highlighting teen conversion, restorative treatment partnerships, software improvements, and direct fabrication scaling as reasons for a higher collective price target outlook.Actualización de narrativa • Jun 02
ALGN: Future Returns Will Rely On Execution And Elliott Engagement
Analysts have nudged their price expectations for Align Technology higher, setting a new target of $175.00. This view is supported by the belief that multiple growth levers across teen conversion, restorative treatments, peer-to-peer expansion, software evolution, and manufacturing scale may not yet be fully reflected in the current stock price.Artículo de análisis • May 18
We Like Align Technology's (NASDAQ:ALGN) Earnings For More Than Just Statutory Profit
Align Technology, Inc.'s ( NASDAQ:ALGN ) recent earnings report didn't offer any surprises, with the shares unchanged...Actualización de narrativa • May 12
ALGN: Higher Future Multiple Will Depend On Execution And Elliott Engagement
Narrative Update on Align Technology The updated analyst price target for Align Technology moves to $175.00 from $152.60, with analysts citing a higher assumed future P/E multiple, along with slightly lower modeled revenue growth and profit margins, as key reasons for the change. Analyst Commentary Recent research on Align Technology reflects a mix of optimism and caution, with several firms adjusting price targets and ratings over the past few months.Actualización de narrativa • Apr 21
ALGN: Higher Fair Value Will Follow Renewed Bullish Rating And Governance Catalyst
The analyst fair value estimate for Align Technology moves to $240 from $225, with analysts pointing to recent Street research that reflects updated views on revenue growth, margins, and P/E assumptions following multiple price target raises and positive rating actions. Analyst Commentary Recent Street research on Align Technology has leaned more constructive, with several bullish analysts updating their views on the company and its valuation framework.Actualización de narrativa • Apr 07
ALGN: Post Conflict Recovery And Elliott Involvement Will Drive Bullish Repricing
The analyst price target for Align Technology holds at $200, as analysts point to an improved risk/reward skew after the recent pullback and highlight the company as well positioned once regional conflict pressures ease. Analyst Commentary Bullish analysts see the recent pullback as improving the setup for Align Technology, with the stock trading below its February levels after a 15% decline linked to Middle East conflict headlines.Actualización de narrativa • Mar 23
ALGN: Post Conflict Demand Recovery And Elliott Engagement Will Shape Bullish Risk Reward
Align Technology's analyst fair value estimate has shifted modestly higher to about $201.69 from $198.67, as analysts point to an improved risk and reward setup following recent share weakness and a series of price target increases. These include a reiterated $200 target alongside an upgrade to Overweight at Barclays, as well as similar upward moves from several other firms.Actualización de narrativa • Mar 08
ALGN: Higher Fair Value Will Reflect Stronger Revenue And Margin Assumptions
The analyst fair value estimate for Align Technology has moved to $225 from $220, with the shift supported by recent price target increases across multiple firms and updated assumptions for revenue growth, profit margin, and a lower future P/E, partially offset by a higher discount rate. Analyst Commentary Recent Street research has centered on higher price targets and at least one fresh upgrade, which together align with the updated fair value estimate of US$225.Actualización de narrativa • Feb 22
ALGN: Margin Execution And P/E Expectations Will Shape Fairly Balanced Outlook
Align Technology's analyst price target has moved higher, with fair value estimates shifting from about $184 to roughly $199. Analysts are factoring in slightly stronger margin assumptions and a higher future P/E multiple, supported by a series of recent price target increases across major firms.Actualización de narrativa • Feb 08
ALGN: Future Multiple Compression Risk Will Test Execution Dependent Story
Analysts have lifted their price expectations for Align Technology, reflected in a higher implied fair value from about $140.00 to roughly $152.60, citing updated assumptions around revenue growth, profitability and future P/E multiples in recent research. Analyst Commentary Recent research activity around Align Technology has centered on revisiting fair value frameworks, with several firms adjusting price targets based on updated views of revenue potential, profitability and appropriate P/E multiples.Actualización de narrativa • Jan 25
ALGN: Q3 Volume Strength And Visibility Concerns Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for Align Technology up by about $3 to $183.87, citing recent price target increases that reflect improved confidence in the company’s volume trends and revenue visibility following Q3 results. Analyst Commentary Recent research on Align Technology highlights a mix of optimism on execution following Q3 and ongoing caution around demand visibility and expectations for upcoming quarters.Actualización de narrativa • Jan 10
ALGN: Q3 Volume Strength And Cautious Outlook Will Shape Fairly Balanced Expectations
Narrative Update The analyst price target for Align Technology is now framed by a modestly higher intrinsic value estimate of about $180.47 per share, as analysts weigh recent target revisions around $200 and $170 against updated assumptions for growth, margins and future P/E. Analyst Commentary Recent Street commentary on Align Technology reflects a mix of renewed confidence in execution and ongoing caution around revenue visibility and the path to growth.Artículo de análisis • Jan 04
Returns On Capital Are Showing Encouraging Signs At Align Technology (NASDAQ:ALGN)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Actualización de narrativa • Dec 21
ALGN: Q3 Volume Gains Will Support Renewed Confidence In Upcoming Revenue Ramp
Analysts have modestly raised their price target on Align Technology to $200 from $190, reflecting improved confidence in management's restored revenue visibility and Q4 execution following broad-based Q3 volume upside, even as valuation assumptions and long term growth forecasts remain largely unchanged. Analyst Commentary Recent Street commentary on Align Technology reflects a more constructive stance on near term execution, balanced by lingering questions around the durability of growth and visibility into 2025.Actualización de narrativa • Dec 07
ALGN: Q3 Volume Strength Will Support Confidence In Upcoming Revenue Ramp
Analysts have nudged their average price target on Align Technology modestly higher, by roughly $4 to about $184, as stronger than expected Q3 volume trends and improved visibility into hitting year end revenue goals outweighed lingering concerns about the pace of sequential improvement. Analyst Commentary Recent research updates reflect a generally constructive stance on Align Technology, with some lingering caution around execution into Q4 and beyond.Actualización de narrativa • Nov 23
ALGN: Recent Revenue Upside Will Improve Confidence In Forward Momentum
Analysts have raised their price target for Align Technology from $190 to $200 per share, citing improved revenue visibility and a stronger than expected third-quarter performance. Analyst Commentary Analysts have weighed in with both optimism and caution regarding Align Technology's outlook, highlighted by recent changes in price targets and ratings.Actualización de narrativa • Nov 08
ALGN: Volume Upside and Margin Strength Will Drive a Positive Outlook
Analysts have increased their price target for Align Technology from $175.07 to $180.50, citing improved revenue growth prospects, a stronger profit margin outlook, and management's recent success in delivering volume upside despite concerns about seasonality. Analyst Commentary Recent analyst updates on Align Technology reflect a range of perspectives, highlighting both positive developments and ongoing concerns in the company's outlook.Actualización de narrativa • Oct 24
Digital Workflow Improvements And Market Weakness Will Shape The Coming Year
Analysts have lowered their price target for Align Technology by approximately $5 to $175. They cite slightly softer revenue growth projections, modestly reduced profit margin expectations, and increased uncertainty around guidance for the upcoming quarters.Actualización de narrativa • Oct 10
Emerging Markets And Digital Workflow Will Fuel Future Success
Analysts have modestly lowered their price target for Align Technology, trimming it by approximately $6 to $180. Updated industry surveys and company results reflect both ongoing optimism and continued challenges in the dental market.Seeking Alpha • Mar 07
Align Technology: Brace Yourself, This Stock Is Undervalued
Summary Align Technology is undervalued with a P/FCF multiple of 15x and WACC of 11.55%, despite strong market share and margin improvements. ALGN's Invisalign dominates over 90% of the clear aligners market, supported by high switching costs and premium pricing power. Financials show solid adjusted EBIT margins at 21.8%, with adjusted EPS on an upward trend, despite pandemic-related sales growth stagnation. ALGN's market potential is strong, particularly with younger demographics, although recent revenue per shipment has softened. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$414m |
| Mar 31 2026 | n/a | n/a | US$430m |
| Dec 31 2025 | US$19m | US$1m | US$410m |
| Sep 30 2025 | n/a | n/a | US$378m |
| Jun 30 2025 | n/a | n/a | US$438m |
| Mar 31 2025 | n/a | n/a | US$410m |
| Dec 31 2024 | US$27m | US$1m | US$421m |
| Sep 30 2024 | n/a | n/a | US$442m |
| Jun 30 2024 | n/a | n/a | US$447m |
| Mar 31 2024 | n/a | n/a | US$462m |
| Dec 31 2023 | US$29m | US$1m | US$445m |
| Sep 30 2023 | n/a | n/a | US$363m |
| Jun 30 2023 | n/a | n/a | US$314m |
| Mar 31 2023 | n/a | n/a | US$315m |
| Dec 31 2022 | US$19m | US$1m | US$362m |
| Sep 30 2022 | n/a | n/a | US$511m |
| Jun 30 2022 | n/a | n/a | US$619m |
| Mar 31 2022 | n/a | n/a | US$706m |
| Dec 31 2021 | US$22m | US$1m | US$772m |
| Sep 30 2021 | n/a | n/a | US$740m |
| Jun 30 2021 | n/a | n/a | US$698m |
| Mar 31 2021 | n/a | n/a | US$458m |
| Dec 31 2020 | US$16m | US$1m | US$2b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$2b |
| Mar 31 2020 | n/a | n/a | US$2b |
| Dec 31 2019 | US$18m | US$1m | US$443m |
Compensación vs. Mercado: La compensación total de Joe($USD19.19M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.50M).
Compensación vs. Ingresos: La compensación de Joe ha sido consistente con los resultados de la empresa en el último año.
CEO
Joe Hogan (69 yo)
11.2yrs
Permanencia
US$19,193,988
Compensación
Mr. Joseph M. Hogan, also known as Joe, has been Chief Executive Officer and President of Align Technology, Inc. since June 01, 2015. Mr. Hogan serves as Member of Board of Advisors at Vizzia Technologies,...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 11.2yrs | US$19.19m | 0.37% $ 44.7m | |
| CFO & Executive VP of Global Finance | 9.8yrs | US$5.70m | 0.019% $ 2.3m | |
| Executive VP & CTO | 8.5yrs | US$3.08m | sin datos | |
| Vice President of Corporate Communications & Investor Relations | no data | sin datos | sin datos | |
| Executive Vice President of Global Human Resources | no data | sin datos | 0.0013% $ 157.5k | |
| Executive VP and Chief Product & Digital Officer | no data | sin datos | sin datos | |
| Executive Vice President of Research & Development | 4.9yrs | sin datos | sin datos | |
| Executive VP | 2.3yrs | sin datos | sin datos | |
| Executive VP and MD of EMEA | 1.9yrs | sin datos | sin datos | |
| Executive VP & MD of Americas Region | 1.8yrs | sin datos | sin datos | |
| Executive VP & MD of Asia Pacific | less than a year | sin datos | sin datos | |
| Executive Vice President of Global Operations | no data | sin datos | 0.0030% $ 353.1k |
3.6yrs
Permanencia media
60yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ALGN se considera experimentado (3.6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 11.2yrs | US$19.19m | 0.37% $ 44.7m | |
| Independent Director | 29yrs | US$369.98k | 0.19% $ 22.8m | |
| Independent Director | 9.4yrs | US$359.98k | 0.015% $ 1.8m | |
| Independent Director | 22.4yrs | US$499.86k | 0.039% $ 4.6m | |
| Independent Director | 7yrs | US$390.48k | 0.014% $ 1.7m | |
| Independent Chairman of the Board | 2.7yrs | US$363.48k | 0.0050% $ 596.4k | |
| Independent Director | 13.1yrs | US$381.98k | 0.024% $ 2.9m | |
| Independent Director | 2.7yrs | US$363.48k | 0.0050% $ 596.4k | |
| Independent Director | 1.1yrs | US$312.10k | 0.0020% $ 242.1k | |
| Independent Director | 8.4yrs | US$378.48k | 0.023% $ 2.7m |
8.9yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: La junta directiva de ALGN se considera experimentada (8.9 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/19 16:48 |
| Precio de las acciones al final del día | 2026/08/19 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Align Technology, Inc. está cubierta por 42 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jeffrey Johnson | Baird |
| Glen Santangelo | Barclays |
| Charley Jones | Barrington Research Associates, Inc. |