financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Lifts Opinion On Shares Of Align Technology To Hold From Sell
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Lifts Opinion On Shares Of Align Technology To Hold From Sell
Aug 3, 2025 7:03 PM

03:55 PM EDT, 08/01/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our target price by $1 to $151, a 13.8x multiple of our 2026 EPS forecast, a discount ALGN's historical due to soft demand in the dental market. We cut our 2025 EPS estimate of to $10.02 from $10.07 and 2026's to $10.91 from $11.12. Q2 EPS of $1.72 vs. $1.27, missed the consensus view by $0.08. Revenues missed consensus by 4% due to headwinds in Clear Aligners. Revenue per case compressed to $1,250 from $1,295 Y/Y, reflecting product mix shifts toward lower-priced offerings. Imaging Systems and CAD/CAM results were a bright spot with revenues growing 5.6% Y/Y, led by stronger-than-expected sales of iTero Lumina scanner wands. Operating margin compressed 100 bps Y/Y to 21.3%, reflecting the challenging operating environment. We anticipate continued pressure on average selling price for the remainder of the year from product mix dynamics and competitive factors. Our revised opinion is based on valuation, with shares trading at nearly a 60% discount to the five-year historical forward average, which we think adequately covers current trends and risks.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Raises Opinion On Shares Of Lululemon Athletica To Strong Buy From Buy
Research Alert: CFRA Raises Opinion On Shares Of Lululemon Athletica To Strong Buy From Buy
Mar 22, 2024
08:15 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We maintain our 12-month price target of $550, based on 37.9x our FY 25 (Jan.) EPS estimate and below the company's 5-year average forward P/E multiple of 42.7x. We maintain...
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Mar 22, 2024
08:30 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We increase our 12-month target by $2 to $30, based on a '25 P/E of 4.7x, a justified premium to its historical average forward P/E of 4.3x. Our estimates are...
Research Alert: CFRA Maintains Buy Opinion On Shares Of Apple Inc.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Apple Inc.
Mar 22, 2024
08:20 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: The U.S. is suing AAPL, accusing it of monopolizing the smartphone market by citing that AAPL makes it difficult for competitors to integrate with the iPhone, thus raising prices and...
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Mar 22, 2024
08:25 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We increase our 12-month target by $2 to $30, based on a '25 P/E of 4.7x, a justified premium to its historical average forward P/E of 4.3x. Our estimates are...
Copyright 2023-2026 - www.financetom.com All Rights Reserved