Align Technology's international expansion and iTero scanner growth are poised to drive future gains, but currency headwinds and macroeconomic pressures weigh on the stock. The company has expanded into new regions in Africa and Latin America, now operating 13 fabrication and treatment locations worldwide, while Clear Aligner volumes grew double digits year over year in both EMEA and APAC regions. iTero intraoral scanners and the Exocad CAD/CAM software continue to gain traction, with recent enhancements to the iTero Digital Solutions platform. However, unfavorable foreign exchange movements, particularly in the Japanese yen, Euro, and Brazilian real, impacted first-quarter gross margin by 0.4 points year over year, and macroeconomic pressures led to a 1.4% increase in cost of sales in the first quarter of 2026. The Zacks Consensus Estimate for 2026 earnings per share remains at $11.36, with revenues pegged at $4.19 billion, suggesting a 3.7% rise from the prior year.
Align Technology IncInternational expansion and iTero scanner growth are positive, but currency headwinds and macro pressures offset.
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