Jackson Square Partners LLC Trims Stock Holdings in Align Technology, Inc. $ALGN

Jackson Square Partners LLC trimmed its stake in shares of Align Technology, Inc. (NASDAQ:ALGN) by 40.6% during the third quarter, HoldingsChannel reports. The fund owned 13,556 shares of the medical equipment provider’s stock after selling 9,280 shares during the quarter. Jackson Square Partners LLC’s holdings in Align Technology were worth $1,697,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Rothschild Investment LLC boosted its holdings in shares of Align Technology by 140.3% in the 2nd quarter. Rothschild Investment LLC now owns 149 shares of the medical equipment provider’s stock valued at $28,000 after buying an additional 87 shares during the period. True Wealth Design LLC raised its stake in Align Technology by 7,650.0% during the 2nd quarter. True Wealth Design LLC now owns 155 shares of the medical equipment provider’s stock valued at $29,000 after acquiring an additional 153 shares in the last quarter. Sentry Investment Management LLC raised its stake in shares of Align Technology by 73.1% during the third quarter. Sentry Investment Management LLC now owns 187 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 79 shares in the last quarter. CYBER HORNET ETFs LLC acquired a new position in Align Technology during the 2nd quarter valued at about $36,000. Finally, MUFG Securities EMEA plc bought a new stake in shares of Align Technology during the 2nd quarter worth about $38,000. Institutional investors own 88.43% of the company’s stock.

Key Stories Impacting Align Technology

Here are the key news stories impacting Align Technology this week:

Please show the positive items first, then the neutral items, and finally the negative items.
• Positive Sentiment: Q4 results beat consensus — EPS $3.29 vs $2.99 est and revenue $1.05B vs $1.03B; management highlighted strong demand for clear aligners which drove record Invisalign volumes, a primary driver of the stock rally. Align Technology beats fourth-quarter results estimates on dental products demand
• Positive Sentiment: Major analyst price-target increases from Leerink (to $225) and Mizuho (to $215) boost upside perception and reflect analyst model upgrades after the quarter. Leerink Partners adjusts Align Technology PT to $225 Mizuho adjusts price target on Align Technology to $215
• Positive Sentiment: CEO Joseph Hogan framed the macro/demand backdrop as more stable and cited rising teen and international demand — supportive commentary for forward growth expectations. The markets are ‘more stable than what we experienced in the past,’ says Align Technology CEO
• Neutral Sentiment: Company set a modest 2026 revenue growth target of 3%–4% and issued Q1 revenue guidance roughly in line with Street estimates — suggests steady but not accelerating top-line growth. Align Technology outlines 3-percent–4-percent revenue growth target for 2026
• Neutral Sentiment: Analyst ratings are mixed: Jefferies raised its PT to $185 but kept a “hold,” and Morgan Stanley moved its PT to $169 with an “equal weight” stance — shows divergence in conviction despite upgrades. Jefferies co adjusts Align Technology price target to $185 Morgan Stanley raises price target
• Negative Sentiment: Margins declined in the quarter — gross and operating margins fell despite the volume beat, a profitability headwind that could limit multiple expansion if trends persist. ALGN Stock Climbs on Q4 Earnings and Revenue Beat, Margins Down

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Wall Street Zen upgraded Align Technology from a “hold” rating to a “buy” rating in a research report on Saturday, January 3rd. Morgan Stanley lifted their price objective on shares of Align Technology from $154.00 to $169.00 and gave the stock an “equal weight” rating in a research note on Thursday. Piper Sandler lifted their target price on Align Technology from $200.00 to $220.00 and gave the stock an “overweight” rating in a report on Thursday. UBS Group boosted their target price on Align Technology from $175.00 to $185.00 and gave the stock a “neutral” rating in a research report on Thursday. Finally, Mizuho increased their price target on Align Technology from $200.00 to $215.00 and gave the company an “outperform” rating in a research report on Thursday. Seven equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, Align Technology currently has an average rating of “Hold” and a consensus price target of $195.92.

Align Technology Stock Up 6.8%

ALGN opened at $187.60 on Friday. The firm has a market capitalization of $13.46 billion, a P/E ratio of 33.14, a PEG ratio of 2.10 and a beta of 1.84. The stock has a fifty day moving average of $163.26 and a 200-day moving average of $148.45. Align Technology, Inc. has a 12-month low of $122.00 and a 12-month high of $224.18.

Align Technology (NASDAQ:ALGN) last posted its quarterly earnings results on Wednesday, February 4th. The medical equipment provider reported $3.29 earnings per share for the quarter, beating the consensus estimate of $2.99 by $0.30. Align Technology had a return on equity of 15.16% and a net margin of 10.17%.The firm had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.03 billion. During the same period in the previous year, the firm earned $2.44 earnings per share. Align Technology’s quarterly revenue was up 5.3% on a year-over-year basis. On average, analysts expect that Align Technology, Inc. will post 7.98 earnings per share for the current fiscal year.

About Align Technology

Align Technology, Inc (NASDAQ: ALGN) pioneered the use of digital technology in orthodontics through the development of the Invisalign system, a series of clear, removable aligners that provide an alternative to traditional metal braces. Since its founding in 1997 by Zia Chishti and Kelsey Wirth, the Tempe, Arizona–based company has expanded its focus to include intraoral scanners, CAD/CAM software for dental laboratories and comprehensive digital dentistry solutions.

The company’s signature Invisalign system leverages 3D imaging and computer-aided design (CAD) to create customized aligners that gradually reposition teeth, improving patient comfort and treatment predictability.