Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Align Technology presented their third-quarter results for 2025, highlighting a mixed performance across its various business segments.</li><li>Overall, revenues were posted at $996 million, reflecting a slight sequential decrease of 1.7% but a year-over-year increase of 1.8%.</li><li>This reflects modest growth driven primarily by the Clear Aligners segment.</li></ul>

Align Technology presented their third-quarter results for 2025, highlighting a mixed performance across its various business segments.Overall, revenues were posted at $996 million, reflecting a slight sequential decrease of 1.7% but a year-over-year increase of 1.8%.This reflects modest growth driven primarily by the Clear Aligners segment.

Align Technology Uncovered: What’s Fueling Its Massive EMEA & APAC Momentum?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Align Technology Inc. (ALGN) is poised for a resurgence with a favorable reward/risk ratio post-Covid.</li><li>The company primarily operates through its Clear Aligner segment, with Invisalign accounting for 81% of operating profit.</li><li>Invisalign's competitive edge includes efficiency, superior technology, and a strong market presence, particularly in the Americas.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Align Technology Inc. (ALGN) is poised for a resurgence with a favorable reward/risk ratio post-Covid.The company primarily operates through its Clear Aligner segment, with Invisalign accounting for 81% of operating profit.Invisalign's competitive edge includes efficiency, superior technology, and a strong market presence, particularly in the Americas.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Align Technology Inc (ALGN) - Wednesday, Jul 30, 2025

<ul><li>Align Technology's second-quarter 2025 performance reflects a complex interplay of positives and challenges, depicting mixed outcomes across its two primary business segments: Systems and Services and clear aligners.</li><li>The company reported total revenues of $1.12 billion, marking an increase over the previous quarter but a slight year-over-year decline.</li><li>This growth was mainly driven by the Systems and Services segment, particularly through iTero Lumina scanner wand upgrades, whereas full iTero Lumina System sales underperformed expectations.</li></ul>

Align Technology's second-quarter 2025 performance reflects a complex interplay of positives and challenges, depicting mixed outcomes across its two primary business segments: Systems and Services and clear aligners.The company reported total revenues of $1.12 billion, marking an increase over the previous quarter but a slight year-over-year decline.This growth was mainly driven by the Systems and Services segment, particularly through iTero Lumina scanner wand upgrades, whereas full iTero Lumina System sales underperformed expectations.

Align Technology: Will Their Focus on Digital Adoption Pay Off Amidst Traditional Preferences In The Orthodontist Communities?

<ul><li>Align Technology, a key player in the dental technology sector, has shown a mixed performance in its first quarter results for 2025.</li><li>The company, which operates in the segments of Clear Aligners and Systems and Services, reported revenues of $979.3 million, which is a slight decline both sequentially and year-over-year.</li><li>Despite these decreases, there are notable positive highlights: Clear Aligner volumes increased across several regions, with particularly strong growth observed in Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA).</li></ul>

Align Technology, a key player in the dental technology sector, has shown a mixed performance in its first quarter results for 2025.The company, which operates in the segments of Clear Aligners and Systems and Services, reported revenues of $979.3 million, which is a slight decline both sequentially and year-over-year.Despite these decreases, there are notable positive highlights: Clear Aligner volumes increased across several regions, with particularly strong growth observed in Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA).

Align Technology: Innovative Product Offerings

<ul><li>Align Technology presented a mixed outlook in its latest earnings call for the fourth quarter and full year of 2024.</li><li>While the company reported positive revenue growth across some segments, several challenges and uncertainties were also highlighted, presenting a balanced investment prospect.</li><li>On the positive side, Align Technology posted a total revenue increase of 4% year-over-year in the fourth quarter.</li></ul>

Align Technology presented a mixed outlook in its latest earnings call for the fourth quarter and full year of 2024.While the company reported positive revenue growth across some segments, several challenges and uncertainties were also highlighted, presenting a balanced investment prospect.On the positive side, Align Technology posted a total revenue increase of 4% year-over-year in the fourth quarter.

Align Technology: How a $50,000 Device Is Locking in Doctors & Driving Profits!

United States

Align Technology, Inc. designs, manufactures, and markets the Invisalign System, a method for treating the misalignment of teeth.  The Company's system corrects the misalignment using a series of clear, removable appliances that move teeth to a desired final position.

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Align Technology (ALGN US)

Align Technology Uncovered: What’s Fueling Its Massive EMEA & APAC Momentum?

Align Technology presented their third-quarter results for 2025, highlighting a mixed performance across its various business segments. Overall,...

Baptista Research

Align Technology Inc (ALGN) - Wednesday, Jul 30, 2025

Align Technology Inc. (ALGN) is poised for a comeback with strong Invisalign sales, a favorable valuation, and promising growth potential following...

Value Investors Club (VIC)

Align Technology: Will Their Focus on Digital Adoption Pay Off Amidst Traditional Preferences In The Orthodontist Communities?

Align Technology's second-quarter 2025 performance reflects a complex interplay of positives and challenges, depicting mixed outcomes across its...

Baptista Research

Align Technology: Innovative Product Offerings

Align Technology, a key player in the dental technology sector, has shown a mixed performance in its first quarter results for 2025. The company,...

Baptista Research

Align Technology: How a $50,000 Device Is Locking in Doctors & Driving Profits!

Align Technology presented a mixed outlook in its latest earnings call for the fourth quarter and full year of 2024. While the company reported...

Baptista Research

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