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Jefferies Maintains a 'Buy' on Align Technology (ALGN); 4Q11 Preview: Mouthful of Catalysts

January 30, 2012 7:28 AM EST
ALGN Hot Sheet
Rating Summary:
    7 Buy, 1 Hold, 1 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Jefferies maintains a 'Buy' on Align Technology (NASDAQ: ALGN) price target raised from $23 to $30.

Jefferies analyst says, "We remain comfortable with our 4Q11 forecasts (unch.), which call for 23% Invisalign case volume growth yr-over-yr and $0.20 of EPS (+46% YoY), on continued momentum in the Teen category, accelerating trends in Int'l markets after restarting doctor training activities in 3Q11, and incremental utilization gains on G3 / G4 uptake, in our view."

"We are raising our formal 2012 EPS forecast to $1.05 (from $1.03) on a more optimistic Invisalign case volume growth outlook (+13% vs. our prior +11%), which we continue to view as conservative in the context of recent momentum, evidence of a stable-to-improving domestic utilization environment, and a flurry of new product (G3/G4 features, Express 5) & geographic expansion (China, Russia, M. East) catalysts."

For an analyst ratings summary and ratings history on Align Technology click here. For more ratings news on Align Technology click here.

Shares of Align Technology closed at $25.55 yesterday, with a 52 week range of $14.25-$25.94.


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