Align Technology Gestione
Criteri Gestione verificati 3/4
Align Technology Il CEO è Joe Hogan, nominato in Jun2015, e ha un mandato di 11.17 anni. la retribuzione annua totale è $ 19.19M, composta da 7.3% di stipendio e 92.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.37% delle azioni della società, per un valore di $ 44.67M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 8.9 anni.
Informazioni chiave
Joe Hogan
Amministratore delegato
US$19.2m
Compenso totale
| Percentuale dello stipendio del CEO | 7.29% |
| Mandato del CEO | 11.2yrs |
| Proprietà del CEO | 0.4% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 8.9yrs |
Aggiornamenti recenti sulla gestione
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
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$443m |
Compensazione vs Mercato: La retribuzione totale di Joe ($USD 19.19M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.39M ).
Compensazione vs guadagni: La retribuzione di Joe è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Joe Hogan (69 yo)
11.2yrs
Mandato
US$19,193,988
Compensazione
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,...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | |
| Vice President of Corporate Communications & Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Global Human Resources | no data | Nessun dato | 0.0013% $ 157.5k | |
| Executive VP and Chief Product & Digital Officer | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Research & Development | 4.9yrs | Nessun dato | Nessun dato | |
| Executive VP | 2.3yrs | Nessun dato | Nessun dato | |
| Executive VP and MD of EMEA | 1.9yrs | Nessun dato | Nessun dato | |
| Executive VP & MD of Americas Region | 1.8yrs | Nessun dato | Nessun dato | |
| Executive VP & MD of Asia Pacific | less than a year | Nessun dato | Nessun dato | |
| Executive Vice President of Global Operations | no data | Nessun dato | 0.0030% $ 353.1k |
3.6yrs
Durata media
60yo
Età media
Gestione esperta: Il team dirigenziale di ALGN è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ALGN sono considerati esperti (durata media dell'incarico 8.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/19 23:40 |
| Prezzo dell'azione a fine giornata | 2026/08/19 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Align Technology, Inc. è coperta da 42 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jeffrey Johnson | Baird |
| Glen Santangelo | Barclays |
| Charley Jones | Barrington Research Associates, Inc. |