Update shared on05 Sep 2025
Fair value Decreased 2.40%Analysts have trimmed their price targets for TransMedics Group to $138.88 amid growing concerns about competitive pressures and mixed surgeon feedback on the OCS platform, despite continued confidence in company growth, reflecting a modest downward revision in fair value.
Analyst Commentary
- Bullish analysts cite TransMedics as a best-in-class growth story, raising price targets following strong results.
- Positive updates reflect continued confidence in upside potential to company estimates.
- Surveys of transplant surgeons indicate mixed feedback on the OCS platform, highlighting concerns about potential market share pressure from increased competition.
- Some analysts view the risk/reward profile as balanced at current levels, suggesting meaningful upside but also caution.
- Reluctance to upgrade ratings stems from uncertainty around sustaining leadership amid competitive pressures.
What's in the News
- FDA granted conditional approval for TransMedics to begin the Next-Generation OCS ENHANCE Heart trial, aiming to demonstrate prolonged heart perfusion and superiority in donation after brain death cases, with a total expected enrollment exceeding 650 patients.
- Raised full year 2025 revenue guidance to $585–$605 million, representing 35% growth at midpoint versus the prior year, up from the previous range of $565–$585 million.
Valuation Changes
Summary of Valuation Changes for TransMedics Group
- The Consensus Analyst Price Target has fallen slightly from $142.29 to $138.88.
- The Future P/E for TransMedics Group has fallen from 41.82x to 39.01x.
- The Net Profit Margin for TransMedics Group has risen from 16.41% to 17.51%.
Disclaimer
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