Investment Thesis
Align Technology develops clear aligner orthodontic systems (Invisalign) and iTero scanners. Global orthodontic adoption, teen penetration, and digital workflows underpin double-digit revenue growth.
- Brand Awareness: Invisalign remains synonymous with clear aligners.
- Digital Ecosystem: iTero scanners and ClinCheck software create end-to-end workflow.
- International Growth: EMEA and APAC adoption accelerates as providers modernize.