Align Technology: More iTero Installations, Lower Scanner Revenue (NASDAQ:ALGN)

seekingalpha.com · 2026-10-30

Align Technology, Inc. is downgraded from buy to hold with a $150 target price, reflecting limited upside. Read more on ALGN stock here.

TickrTrends take: Align Technology's increased iTero scanner installations paired with declining scanner revenue suggests the company may be shifting toward a recurring revenue model through service and consumables rather than upfront hardware sales. For valuation-focused investors, this transition warrants close monitoring of how management guides future margins and cash flow, particularly whether higher installation volumes eventually translate into sustained revenue growth from ancillary services. TickrTrends' undervalued assessment for this Healthcare sector company may reflect the market's temporary uncertainty about this business model evolution.

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