Invisalign maker’s stock craters after soft earnings. Analysts still say it’s a buy.

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Align Technology says frazzled consumers are making fewer dental appointments

Align Technology Inc.’s stock cratered more than 22% on Thursday to lead S&P 500 decliners, after the maker of Invisalign orthodontic aligners posted weaker-than-expected third-quarter earnings.

Many consumer-facing companies are struggling with customers who are hurting from high inflation and preserving cash for essentials. “Updated guidance assumes worsened September conditions continuing through the fourth quarter , but admittedly it is unclear whether the macro backdrop worsens further and introduces more uncertainty to numbers,” they wrote.

DSP is a subscription program for orthodontics experts, launched last year, to assist them in coming up with effective treatment plans for patients. “With the stock likely opening at 22x our 2024 estimate, a critical question is whether the current case volume pressure is macro or market share? We believe more macro — and with innovation to improve in 2024, we reiterate our buy rating,” they wrote.

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