Jackson Square Partners LLC Cuts Stake in Align Technology, Inc. $ALGN

Jackson Square Partners LLC cut its holdings in shares of Align Technology, Inc. (NASDAQ:ALGN) by 40.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor 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.

Several other institutional investors have also modified their holdings of ALGN. Atria Investments Inc grew its stake in Align Technology by 4.9% during the 2nd quarter. Atria Investments Inc now owns 1,575 shares of the medical equipment provider’s stock worth $298,000 after purchasing an additional 74 shares in the last quarter. IFP Advisors Inc grew its position in shares of Align Technology by 5.7% during the second quarter. IFP Advisors Inc now owns 1,427 shares of the medical equipment provider’s stock worth $270,000 after buying an additional 77 shares in the last quarter. Arizona State Retirement System increased its stake in shares of Align Technology by 0.4% during the third quarter. Arizona State Retirement System now owns 20,387 shares of the medical equipment provider’s stock worth $2,553,000 after buying an additional 79 shares during the period. Sentry Investment Management LLC raised its holdings in Align Technology by 73.1% in the third quarter. Sentry Investment Management LLC now owns 187 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 79 shares in the last quarter. Finally, Rothschild Investment LLC lifted its stake in Align Technology by 140.3% in the second quarter. Rothschild Investment LLC now owns 149 shares of the medical equipment provider’s stock worth $28,000 after acquiring an additional 87 shares during the last quarter. Institutional investors and hedge funds own 88.43% of the company’s stock.

Align Technology Stock Up 6.8%

NASDAQ:ALGN opened at $187.60 on Friday. Align Technology, Inc. has a 52-week low of $122.00 and a 52-week high of $224.18. The company has a market capitalization of $13.46 billion, a PE ratio of 33.14, a price-to-earnings-growth ratio of 2.10 and a beta of 1.84. The stock has a fifty day simple moving average of $163.26 and a 200-day simple moving average of $148.45.

Align Technology (NASDAQ:ALGN) last issued its quarterly earnings data on Wednesday, February 4th. The medical equipment provider reported $3.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $0.30. The business had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $1.03 billion. Align Technology had a return on equity of 15.16% and a net margin of 10.17%.The business’s revenue was up 5.3% on a year-over-year basis. During the same period in the prior year, the business earned $2.44 earnings per share. As a group, equities analysts anticipate that Align Technology, Inc. will post 7.98 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on ALGN shares. Morgan Stanley increased their price objective on shares of Align Technology from $154.00 to $169.00 and gave the company an “equal weight” rating in a research report on Thursday. Leerink Partners raised their price target on Align Technology from $210.00 to $225.00 and gave the company an “outperform” rating in a research note on Thursday. HSBC upped their price objective on Align Technology from $140.00 to $150.00 in a research report on Friday, October 31st. Stifel Nicolaus increased their target price on shares of Align Technology from $200.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Robert W. Baird set a $218.00 target price on Align Technology in a research report on Thursday. Seven investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, Align Technology has a consensus rating of “Hold” and an average price target of $195.92.

Key Headlines 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

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.