Align Technology, Inc.

NasdaqGS:ALGN 株式レポート

時価総額：US$11.7b

Align Technology 将来の成長

Future 基準チェック /16

Align Technology利益と収益がそれぞれ年間13.1%と5.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.6% 14.5%なると予測されています。

主要情報

13.1%

収益成長率

14.54%

EPS成長率

Medical Equipment 収益成長16.1%
収益成長率5.1%
将来の株主資本利益率17.60%
アナリストカバレッジ

Good

最終更新日17 May 2026

今後の成長に関する最新情報

Recent updates

分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
Seeking Alpha • Mar 24

Align Technology: Only International Growth Can Save Them Now (Downgrade)

Summary Align Technology (ALGN) is downgraded to a hold as recent share gains have priced in much of the near-term upside. ALGN faces stagnating revenue, declining margins, and potential market share erosion in clear aligners, especially in North America. International markets, particularly Latin America and APAC, offer double-digit volume growth potential, but North American saturation limits overall growth. Strong balance sheet, robust free cash flow, and ongoing buybacks provide stability, but lack of a clear path to double-digit growth tempers enthusiasm. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • Jul 17

Align Technology, Inc.'s (NASDAQ:ALGN) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 33.7x Align Technology, Inc. ( NASDAQ:ALGN ) may be sending very bearish...
分析記事 • Jun 16

Returns On Capital At Align Technology (NASDAQ:ALGN) Have Stalled

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Jun 01

Is Align Technology, Inc. (NASDAQ:ALGN) Potentially Undervalued?

Let's talk about the popular Align Technology, Inc. ( NASDAQ:ALGN ). The company's shares led the NASDAQGS gainers with...
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 Alpha
Seeking Alpha • Jan 05

Align Technology: Economic Headwinds Cloud An Attractive Growth Story

Summary Align Technology shares have remained under pressure over the past year due to soft consumer demand for the company’s clear aligner products. I expect growth to accelerate to at least 5% in FY25, mainly driven by strong demand for the systems and services that are sold to doctors. Profit margins are expected to improve, following the restructuring program initiated in Q4. Despite certain key risks, I find the valuation at 20.4 times FCF compelling enough to justify a Buy rating for this dominant player in the industry. Read the full article on Seeking Alpha
Seeking Alpha • Oct 27

Align Technology: A Change In Plans After Mixed Q3 Earnings

Summary Align Technology reported mixed Q3 earnings, with a beat on EPS at $2.35 but a slight miss on revenue at $977.87M. Despite challenges in the U.S. market, growth in Asia Pacific, EMEA, and Latin America, and increased Clear Aligner volume, show resilience. Align's growth drivers include product enhancements, infrastructure investments, and partnerships, with expected revenue growth of 5.29%-7.53% year-over-year from Q4 2024 to Q4 2026. Risks include premium valuation, economic factors affecting consumer spending, and foreign exchange fluctuations, but I plan to add to my position at attractive price levels. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:ALGN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,6227006281,08911
12/31/20274,3686499351,05015
12/31/20264,1845759101,00215
3/31/20264,096430584692N/A
12/31/20254,035410491593N/A
9/30/20253,983378567656N/A
6/30/20253,965438632731N/A
3/31/20253,981410631762N/A
12/31/20243,999421623738N/A
9/30/20243,961442373499N/A
6/30/20243,943447405523N/A
3/31/20243,917462492615N/A
12/31/20233,862445608786N/A
9/30/20233,807363686884N/A
6/30/20233,737314612863N/A
3/31/20233,705315469738N/A
12/31/20223,735362277569N/A
9/30/20223,864511349697N/A
6/30/20223,990619389785N/A
3/31/20224,031706531976N/A
12/31/20213,9537727711,173N/A
9/30/20213,7567409361,281N/A
6/30/20213,4746988951,137N/A
3/31/20212,816458727880N/A
12/31/20202,4721,776507662N/A
9/30/20202,2871,738355499N/A
6/30/20202,1601,701373522N/A
3/31/20202,4091,889479640N/A
12/31/20192,407443N/A747N/A
9/30/20192,291419N/A770N/A
6/30/20192,189417N/A632N/A
3/31/20192,079376N/A595N/A
12/31/20181,966400N/A555N/A
9/30/20181,854313N/A476N/A
6/30/20181,734295N/A498N/A
3/31/20181,600258N/A468N/A
12/31/20171,473231N/A439N/A
9/30/20171,345269N/A357N/A
6/30/20171,239238N/A299N/A
3/31/20171,151219N/A265N/A
12/31/20161,080190N/A248N/A
9/30/20161,017191N/A246N/A
6/30/2016946167N/A246N/A
3/31/2016886148N/A233N/A
12/31/2015845144N/A238N/A
9/30/2015814135N/A230N/A
6/30/2015796145N/A238N/A

アナリストによる今後の成長予測

収入対貯蓄率: ALGNの予測収益成長率 (年間13.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ALGNの収益 ( 13.1% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: ALGNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ALGNの収益 ( 5.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: ALGNの収益 ( 5.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ALGNの 自己資本利益率 は、3年後には低くなると予測されています ( 17.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 06:59
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Align Technology, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43

アナリスト機関
Jeffrey JohnsonBaird
Glen SantangeloBarclays
Charley JonesBarrington Research Associates, Inc.