Could New Mandibular Advancement Launch in the Philippines Reveal ALGN’s Next Competitive Advantage?

• Recently, Align Technology announced the commercial launch in the Philippines of its Invisalign System with mandibular advancement, a clear aligner featuring integrated occlusal blocks designed for Class II skeletal and dental correction.
• This release marks the first time Align has introduced clear aligners with solid occlusal blocks, aiming to improve clinical outcomes by advancing the mandible while aligning the teeth.
• We will now examine how this expanded product offering, focused on addressing new clinical needs, may influence Align Technology’s forward-looking investment narrative.

AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

Align Technology Investment Narrative Recap

To be an Align Technology shareholder, you generally need to believe that global demand for clear aligners will continue to expand, fueled by consumer awareness and ongoing product innovation. The recent launch of Invisalign with mandibular advancement in the Philippines enhances Align's clinical offering, but given the relatively small market size and existing headwinds, this alone is unlikely to materially offset the biggest short-term catalysts or risks, especially ongoing pressure on aligner average selling prices and margin compression.

Among recent announcements, the October 2025 unveiling of ClinCheck Live Plan is especially relevant, introducing faster, AI-supported treatment planning for providers. While this addition improves office efficiency and patient experience, both the ClinCheck innovation and the Philippines product launch together represent incremental steps in broadening Align's clinical capabilities and addressing evolving market needs; however, underlying risks from persistent macroeconomic uncertainty and pricing pressures remain significant.

But while product innovations continue, investors should also watch for shifts in consumer confidence and discretionary demand that might...

Read the full narrative on Align Technology (it's free!)

Align Technology's outlook anticipates $4.5 billion in revenue and $674.8 million in earnings by 2028. This scenario assumes a 4.6% annual revenue growth rate and an earnings increase of $237.2 million from current earnings of $437.6 million.

Uncover how Align Technology's forecasts yield a $180.50 fair value, a 23% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community members estimate Align’s fair value from US$140 to US$265.42 per share. With ongoing macroeconomic challenges and consumer confidence under pressure, you can explore how investor expectations and market realities may differ.

Explore 6 other fair value estimates on Align Technology - why the stock might be worth just $140.00!

Build Your Own Align Technology Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Align Technology research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Align Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Align Technology's overall financial health at a glance.

Ready For A Different Approach?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• Find companies with promising cash flow potential yet trading below their fair value.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com