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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jon Block | Stifel | 12 | 0% |
| Jeff Johnson | Robert W. Baird | 11 | 9% |
| Jason Bednar | Piper Sandler | 10 | 10% |
| Brandon Vazquez | William Blair | 8 | 0% |
| Mike Cherny | Leerink Partners | 8 | 0% |
| Elizabeth Anderson | Evercore ISI | 8 | 0% |
| Steve Valiquette | Mizuho Securities | 6 | 0% |
| Mike Ryskin | Bank of America | 6 | 33% |
| Erin Wright | Morgan Stanley | 5 | 0% |
| Vik Chopra | Wells Fargo | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stifel | 1 | 12 | 0% |
| Robert W. Baird | 1 | 11 | 9% |
| Piper Sandler | 1 | 10 | 10% |
| William Blair | 1 |
| 8 |
| 0% |
| Leerink Partners | 1 | 8 | 0% |
| Evercore ISI | 1 | 8 | 0% |
| Bank of America | 1 | 6 | 33% |
| Mizuho Securities | 1 | 6 | 0% |
Align Technology grew revenue 6.2% year-over-year to $1.041 billion with record Clear Aligner volumes of 686,000 up 6.7% and non-GAAP EPS of $2.58 rising 21%, as restructuring benefits drove non-GAAP operating margin to 21.5%, up 250 basis points year-over-year. International markets delivered broad-based growth while FX tailwinds significantly boosted reported revenue. North America remained stable but not growing, and management reaffirmed FY2026 guidance for 3-4% revenue growth with 100 basis points of margin improvement.
Demand | Competitive Dynamics | Pricing | Product Launch | Margin | Macroeconomic | Guidance Reliability | FX | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 4 | 2 | 2 | 1 | 1 | 3 |
| 2025Q1 | 6 | 2 | 2 | 3 | 2 | 2 | 1 | 3 |
| 2025Q2 | 7 | 7 | 1 | 1 | ||||
| 2025Q3 | 8 | 5 | 3 | 1 | 1 | 1 | 2 | 1 |
| 2025Q4 | 10 | 7 | 5 | 6 | 3 | 3 | 1 | |
| 2026Q1 | 6 | 2 | 3 | 3 | 3 | 6 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 6 | 7 | 8 | 10 | 6 |
| Competitive Dynamics | 5 | 2 | 7 | 5 | 7 | 2 |
| Pricing | 4 | 2 | 3 | 5 | 3 | |
| Product Launch | 2 | 3 | 1 | 6 | 3 | |
| Margin | 2 | 2 | 1 | 3 | 3 | |
| Macroeconomic | 1 | 2 | 1 | 1 | 6 | |
| Guidance Reliability | 1 | 1 | 1 | 2 | 3 | 1 |
| FX | 3 | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ALGN Align Technology | 6 | +6.2% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |