The Bull Case For Align Technology (ALGN) Could Change Following Invisalign Mandibular Launch Across Asia-Pacific

• Earlier in December 2025, Align Technology announced the commercial launch in Thailand and wider Asia-Pacific of its Invisalign System with mandibular advancement featuring occlusal blocks, targeting Class II malocclusions in growing patients using its SmartTrack material, SmartForce features, and SmartStage technology for more predictable tooth movement.
• This expansion of Align’s Class II treatment portfolio across key Asia-Pacific markets underscores its focus on comprehensive, growth-oriented solutions for younger orthodontic patients and broader international adoption of clear aligner therapies.
• We’ll now examine how this Asia-Pacific rollout of Invisalign with mandibular advancement could influence Align Technology’s existing growth-focused investment narrative.

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Align Technology Investment Narrative Recap

To own Align Technology, you need to believe in the long term shift toward digital orthodontics and clear aligners worldwide, even as macro headwinds and weaker case starts pressure demand. The Asia Pacific rollout of Invisalign with mandibular advancement looks directionally supportive of Align’s growth story, but it does not fundamentally change the near term risk that softer patient traffic and lower acceptance rates could weigh on clear aligner volumes and margins.

Among recent developments, Align’s continued share repurchases, including the US$71.56 million buyback in the September 2025 quarter, stand out alongside this product launch. While buybacks can signal confidence and support earnings per share, they sit against a backdrop of cautious revenue guidance and ongoing pricing and competitive pressures that could matter more for the next leg of the stock’s story.

Yet beneath the appeal of Align’s expanding Asia Pacific footprint, investors should still be aware of the risk that sustained discounting and rising competition could...

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

Align Technology's narrative projects $4.5 billion revenue and $674.8 million earnings by 2028. This requires 4.6% yearly revenue growth and about a $237 million earnings increase from $437.6 million today.

Uncover how Align Technology's forecasts yield a $184.07 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Six members of the Simply Wall St Community value Align between US$140 and about US$267.58, highlighting very different views on upside. Set those opinions against the risk that lower priced, non comprehensive aligner products and emerging market exposure could pressure average selling prices and long term profitability, and it becomes even more important to compare several perspectives before drawing your own conclusions.

Explore 6 other fair value estimates on Align Technology - why the stock might be worth as much as 66% more than the current price!

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 2 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.

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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.

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