TransMedics Group (TMDX) Aperçu de l'action
TransMedics Group, Inc. est une société de technologie médicale à vocation commerciale qui transforme la thérapie de transplantation d'organes pour les patients souffrant d'insuffisance organique au stade terminal aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 6/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
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TMDX Community Fair Values
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Analyst Price Targets
TransMedics Group, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$82.18 |
| Plus haut sur 52 semaines | US$156.00 |
| Plus bas sur 52 semaines | US$60.11 |
| Bêta | 1.88 |
| Variation sur 1 mois | -8.32% |
| Variation sur 3 mois | 12.71% |
| Variation sur 1 an | -28.27% |
| Variation sur 3 ans | 38.02% |
| Variation sur 5 ans | 159.24% |
| Évolution depuis l'introduction en bourse | 267.53% |
Nouvelles et mises à jour récentes
Seeking Alpha • Sep 08
TransMedics: Slowing Growth Brings Its Valuation Into Question
Summary TransMedics is rated a hold due to slowing revenue growth, intensifying competition, and execution risks despite historical outperformance and robust liver segment gains. TMDX's OCS technology faces serious competitive threats from NRP and established players, particularly in heart and lung, limiting its ability to replicate liver segment dominance. Service revenue is growing faster than product revenue but carries lower margins, contributing to declining gross and operating margins amid rising OpEx and competitive pricing pressures. Management's ambitious $2B revenue target by 2032 appears challenging given current market share, margin trends, and the need for successful international and kidney segment expansion. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 05
TMDX: Strong Transplant And Flight Trends Will Mask Medium Term Execution Risks
Analysts lowered the fair value estimate for TransMedics Group from $80.00 to $65.00 as updated models incorporate slightly lower revenue growth and profit margin assumptions, while recent research cites mixed Q2 results, varied price targets from $80 to $122, and ongoing support from transplant and flight activity data. Analyst Commentary on TransMedics Group Recent research coverage on TransMedics Group highlights a split view.
Mise à jour du récit • Aug 22
TMDX: Transplant Procedure And Flight Volume Expansion Will Drive Future Repricing
Analysts now see fair value for TransMedics Group at $125, down from $142. This reflects updated views on profit margin assumptions and valuation multiples, even as research points to ongoing long term growth opportunities and solid procedure and flight volume trends.Recent updates
Seeking Alpha • Sep 08
TransMedics: Slowing Growth Brings Its Valuation Into Question
Summary TransMedics is rated a hold due to slowing revenue growth, intensifying competition, and execution risks despite historical outperformance and robust liver segment gains. TMDX's OCS technology faces serious competitive threats from NRP and established players, particularly in heart and lung, limiting its ability to replicate liver segment dominance. Service revenue is growing faster than product revenue but carries lower margins, contributing to declining gross and operating margins amid rising OpEx and competitive pricing pressures. Management's ambitious $2B revenue target by 2032 appears challenging given current market share, margin trends, and the need for successful international and kidney segment expansion. Read the full article on Seeking AlphaMise à jour du récit • Sep 05
TMDX: Strong Transplant And Flight Trends Will Mask Medium Term Execution Risks
Analysts lowered the fair value estimate for TransMedics Group from $80.00 to $65.00 as updated models incorporate slightly lower revenue growth and profit margin assumptions, while recent research cites mixed Q2 results, varied price targets from $80 to $122, and ongoing support from transplant and flight activity data. Analyst Commentary on TransMedics Group Recent research coverage on TransMedics Group highlights a split view.Mise à jour du récit • Aug 22
TMDX: Transplant Procedure And Flight Volume Expansion Will Drive Future Repricing
Analysts now see fair value for TransMedics Group at $125, down from $142. This reflects updated views on profit margin assumptions and valuation multiples, even as research points to ongoing long term growth opportunities and solid procedure and flight volume trends.
Mise à jour du récit • Aug 08
TMDX: Transplant Procedure And Flight Network Expansion Will Drive Future Upside Potential
Analysts have reduced their average price target on TransMedics Group from about $112.89 to roughly $97.30. This change reflects updated views that balance mixed Q2 results, healthy transplant and flight activity trends, and differing opinions on long term competitive risks.Mise à jour du récit • Jul 25
TMDX: Transplant Procedure And Logistics Expansion Will Shape Future Upside Potential
Analysts have trimmed the fair value estimate for TransMedics Group by $5 to $112.89, reflecting slightly lower assumptions for revenue growth and profit margins, even as recent research points to healthy transplant procedure trends and strengthening flight activity in its logistics business. Analyst Commentary Recent Street research on TransMedics Group points to a mixed setup, with analysts weighing strong transplant and logistics trends against concerns around competition, execution risk, and valuation after a series of price target revisions.Mise à jour du récit • Jul 02
TMDX: Rising Transplant And Flight Activity Will Drive Bullish 2026 Outlook
Analysts lifted the fair value estimate for TransMedics Group to $80 from $75, citing stronger transplant volume trends and aviation flight data that point to solid near term revenue momentum, along with ongoing questions about long term competitive pressures. Analyst Commentary Recent research notes present a mixed picture for TransMedics Group, with some analysts pointing to strong transplant procedure trends and aviation activity, while others stress that the stock already reflects a lot of execution success and faces meaningful competitive and growth risks.Mise à jour du récit • Jun 18
TMDX: Flight Trends And Heart Procedure Headwinds Will Shape 2026 Outlook
The latest Narrative Update on TransMedics Group reflects a reset in the analyst fair value estimate from $118.00 to $75.00, as analysts weigh stronger near term flight and Q2 revenue indications against softer heart transplant trends and increased competitive concerns. Analyst Commentary Recent Street research on TransMedics Group shows a mix of signals, with some analysts highlighting stronger flight related data that could support Q2 revenue, while others focus on heart transplant softness and competition when thinking about valuation and execution risk.Mise à jour du récit • Jun 04
TMDX: Organ Platform Expansion And Clinical Adoption Will Drive Future Repricing
Analysts have reduced their fair value estimate for TransMedics Group from $190.00 to $142.00 as price targets across the Street reset lower, citing softer near term heart transplant trends while still indicating that they see room for growth over time. Analyst Commentary Recent research has moved toward more conservative fair value assumptions for TransMedics Group, with several firms trimming price targets and adjusting ratings in response to softer near term heart transplant trends.Mise à jour du récit • May 15
TMDX: Organ Trial Progress And Clinical Moat Will Shape Future Upside Potential
TransMedics Group's updated analyst price target moves from about $144 to around $118, as analysts factor in slightly higher discount rates, modest tweaks to revenue growth assumptions, stronger projected profit margins, and a lower future P/E multiple following a series of revised models and rating changes across the Street. Analyst Commentary Recent research shows a clear shift in tone, with earlier optimism around growth and profitability now balanced by a round of target cuts and at least one downgrade.Mise à jour du récit • Apr 29
TMDX: Clinical Trials And 2026 Outlook Will Drive The Next Leg
Analysts have increased the implied fair value for TransMedics Group to $118 from $114, citing refreshed models after Q4 results, updated 2026 outlooks, and a series of revised price targets across the Street that incorporate changes to growth, margin, and future P/E assumptions. Analyst Commentary Street research on TransMedics Group has centered on refreshed models after Q4 results, with several firms updating price targets as they revisit assumptions around growth, profitability, and the appropriate P/E range for the stock.Mise à jour du récit • Apr 14
TMDX: Organ Platform Expansion And Trials Will Support Future Repricing
Analysts have adjusted their price targets on TransMedics Group in a wide range, with some cuts such as Evercore ISI's $52 reduction and several increases up to $175. These changes reflect updated models following Q4 results, guidance, and ongoing investment in heart, lung, and kidney programs.Mise à jour du récit • Mar 31
TMDX: Organ Platform Expansion And Trials Will Drive Future Repricing
Analysts have lifted their price targets on TransMedics Group into a roughly $130 to $175 range, citing Q4 results that beat expectations, a stronger than expected 2026 outlook, ongoing investment in heart and lung transplant programs with kidney next in line, and expansion efforts, while the updated model here keeps fair value at $190 with only minor tweaks to revenue growth, discount rate and profit margin assumptions. Analyst Commentary Recent Street research reflects a generally constructive tone around TransMedics Group, with several bullish analysts lifting price targets into a higher range after reviewing Q4 results, updated guidance and the expanding transplant platform.Mise à jour du récit • Mar 17
TMDX: Organ Platform Execution And Trials Will Drive Future Repricing
Analysts have modestly lifted their price targets on TransMedics Group, with recent moves ranging from $130 to $175. This reflects updated models after Q4 results, stronger 2026 outlook commentary and ongoing investment in building out heart, lung and kidney platforms.Mise à jour du récit • Mar 03
TMDX: Margin Upside And Organ Platform Expansion Are Expected To Drive Repricing
The analyst price target for TransMedics Group in our framework has shifted to $190 from $170, reflecting updated Street research that points to stronger margin potential, ongoing investment in heart and lung, and supportive recent quarterly results and guidance. Analyst Commentary Recent Street research on TransMedics Group has leaned constructive, with several bullish analysts revisiting their models after quarterly results and updated guidance.Mise à jour du récit • Feb 17
TMDX: Competitor Clearance And New Campus Will Shape Balanced Future Prospects
Analysts have nudged their $144.20 price target on TransMedics Group slightly higher, citing the recent selloff on competitor clearance as unwarranted and maintaining broadly similar assumptions around growth, profitability and future P/E levels. Analyst Commentary Analysts reviewing the recent move in TransMedics Group generally view the competitor clearance as more of a sentiment shock than a change in the company’s core outlook, and they have adjusted their models around valuation and execution rather than rewriting the growth story.Mise à jour du récit • Feb 03
TMDX: Competitor Clearance And New Headquarters Will Shape Future Transplant Opportunity
Analysts trimmed their price target for TransMedics Group slightly to about US$144 from roughly US$145, citing updated fair value estimates and reaffirming their view that the recent selloff following competitor news was unwarranted. Analyst Commentary Analysts reviewing the recent stock move around competitor news describe the TransMedics Group selloff as unwarranted, arguing that the updated fair value work supports only a very small trim to the price target rather than a major reset.Mise à jour du récit • Jan 20
TMDX: Expanding Trials And New Headquarters Will Shape Future Transplant Opportunity
Narrative Update: TransMedics Group (TMDX) Analysts have nudged their price target on TransMedics Group higher to about US$145, citing expectations for Q3 U.S. sales to exceed consensus, potential contribution from upcoming heart and lung clinical trials and international expansion in 2026, and rapidly improving margins in what they view as a still underpenetrated transplant market. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target of US$148 as reflecting stronger execution potential, with Q3 U.S. sales expectations above current consensus estimates.Mise à jour du récit • Jan 05
TMDX: Expanding Trials And International Reach Will Drive Future Transplant Volume Upside
Analysts have nudged their fair value estimate for TransMedics Group slightly higher to about $145, supported by a new $148 price target and expectations for stronger U.S. Q3 sales, upcoming heart and lung clinical trials, faster margin improvement, and international expansion. Analyst Commentary Bullish Takeaways Bullish analysts see the new $148 price target as reflecting higher conviction that the updated fair value near $145 is supported by the current execution plan and outlook for U.S. Q3 sales.Article d’analyse • Dec 30
Here's Why TransMedics Group (NASDAQ:TMDX) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Mise à jour du récit • Dec 14
TMDX: Regulatory Reforms Will Drive Future Transplant Volume Upside
Analysts have modestly raised their price target on TransMedics Group to about $145 from about $142, citing expectations for U.S. sales outperformance, accelerating margins, a strong competitive position in an underpenetrated transplant market, and potential upside from regulatory reforms and new clinical trials. Analyst Commentary Bullish analysts point to a combination of stronger than expected U.S. demand, accelerating profitability, and favorable policy tailwinds as key drivers supporting higher valuation multiples for TransMedics Group.Mise à jour du récit • Nov 28
TMDX: Clinical Trial Progress And US Market Dynamics Will Shape 2025 Outlook
Analysts have raised their price target for TransMedics Group from $141.91 to $148, citing anticipated U.S. sales outperformance, clinical trial momentum, and benefits from industry reforms as key drivers of this positive revision. Analyst Commentary Analyst sentiment on TransMedics Group is diverse, with research notes highlighting both significant strengths and noteworthy challenges for the company's future outlook and valuation.Mise à jour du récit • Nov 14
TMDX: Expanding Regulatory Reforms Will Drive U.S. Organ Transplant Opportunity Forward
Analysts have raised their price target for TransMedics Group from $141.91 to a range between $148 and $170, citing stronger-than-expected U.S. sales, rapid margin improvement, and anticipated benefits from regulatory reforms and clinical advancements. Analyst Commentary Recent Street research provides a mixed, but largely positive, outlook on TransMedics Group, highlighting both key growth drivers and areas of potential caution as the company targets an expanding opportunity in organ transplantation.Mise à jour du récit • Oct 31
TMDX: Expanding Organ Donor Pool And Clinical Trials Will Shape Future Direction
Analysts have raised their price target for TransMedics Group from $138.88 to $141.91 per share, citing expectations for stronger U.S. sales, new clinical trials, growing international momentum, and a rapidly expanding addressable market as key drivers of potential upside. Analyst Commentary Recent Street research on TransMedics Group reflects both optimism around near-term growth opportunities and a degree of caution regarding potential competitive and market challenges.Mise à jour du récit • Sep 05
Organ Transplant Demand And International Expansion Will Unlock Future Opportunities
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.Article d’analyse • May 30
TransMedics Group, Inc.'s (NASDAQ:TMDX) P/S Is Still On The Mark Following 38% Share Price Bounce
TransMedics Group, Inc. ( NASDAQ:TMDX ) shares have continued their recent momentum with a 38% gain in the last month...Article d’analyse • May 15
Additional Considerations Required While Assessing TransMedics Group's (NASDAQ:TMDX) Strong Earnings
TransMedics Group, Inc. ( NASDAQ:TMDX ) just reported some strong earnings, and the market reacted accordingly with a...Article d’analyse • May 03
An Intrinsic Calculation For TransMedics Group, Inc. (NASDAQ:TMDX) Suggests It's 30% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, TransMedics Group fair value estimate is US$128 Current share...Seeking Alpha • Apr 22
TransMedics: Downgrading To Sell As Growth Hurdles Mount
Summary TransMedics' stock is overvalued despite recent revenue growth, with a 25% annual growth rate priced in, while the transplant market grows at 8.5% CAGR. The company faces stiff competition from advanced cold storage and NRP techniques, limiting further market penetration beyond its current 21% share. High costs and lack of superior long-term outcomes for OCS compared to cheaper alternatives pose significant barriers to widespread adoption. Given the apparent overvaluation and market saturation, I downgrade TMDX from Hold to Sell. Read the full article on Seeking AlphaArticle d’analyse • Apr 15
TransMedics Group, Inc. (NASDAQ:TMDX) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable
Despite an already strong run, TransMedics Group, Inc. ( NASDAQ:TMDX ) shares have been powering on, with a gain of 27...Seeking Alpha • Mar 31
TransMedics: The Financial Tipping Point That Will Drive Mass Adoption
Summary TransMedics’ NOP (National OCS Program) is revolutionizing organ transplantation, improving outcomes while reducing long-term healthcare costs. Insurance adoption is the key catalyst, with expanding reimbursement accelerating NOP’s widespread use. Strong revenue growth, profitability, and upcoming catalysts support a $112 price target and a strong buy rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
TransMedics: A Very Bullish Last Few Months Could Change Sentiment
Summary TransMedics Group, Inc. shows strong Q4 results with revenue at $121.6m and EPS at $0.2, beating estimates and reassuring investors. TMDX's long-term growth potential is supported by its innovative organ transplant technology and ambitious goals for increasing transplant volumes. Risks include margin expansion challenges, competition from cost-effective alternatives like NRP, and complexities in transitioning to an aviation logistics company. Despite macroeconomic uncertainties, TMDX appears undervalued compared to peers, making it a compelling buy under $80 for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 03
TransMedics: Aggressive Guidance Largely Ignored By The Market
Summary TransMedics' stock has rebounded modestly in recent months on the back of a strong fourth quarter performance. Continued market growth and TransMedics' return to gaining market share should help to boost investor confidence going forward. While TransMedics's share price remains well below all-time highs, its valuation still implies solid growth going forward. Despite this, TransMedics' stock should perform well in coming years if the company can meet or even come close to its own expectations. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
TransMedics: Big Growth And Operational Advantages, Buy This Leading Medical Player
Summary TransMedics Group is revolutionizing organ transplant therapy with its FDA-approved Organ Care System, enhancing donor organ preservation and transport. Despite a Q3 earnings miss and short-seller allegations, TMDX has shown remarkable five-year growth and operational advantages. TMDX's market share in heart, liver, and lung transplants has significantly increased, with future plans for kidney transplants and international expansion. Valuation concerns exist, but TMDX's growth trajectory and innovative solutions make it a strong buy in the organ transplant market. Read the full article on Seeking AlphaArticle d’analyse • Feb 16
TransMedics Group, Inc.'s (NASDAQ:TMDX) 26% Jump Shows Its Popularity With Investors
Those holding TransMedics Group, Inc. ( NASDAQ:TMDX ) shares would be relieved that the share price has rebounded 26...Article d’analyse • Jan 19
Returns Are Gaining Momentum At TransMedics Group (NASDAQ:TMDX)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Seeking Alpha • Jan 16
TransMedics: Misplaced Fear
Summary TransMedics' stock remains under pressure after a weak third quarter, reduced Q4 guidance, the exit of the company's CFO and the release of a short-seller report. Data demonstrates that the recent slowdown wasn't isolated to TransMedics. Organ transplant volumes and aircraft data also show a return to growth in December. Despite a significant pullback, TransMedics' valuation still embeds an expectation of substantial growth, which is dependent on upcoming clinical trials, international expansion, and the introduction of a kidney device. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Breaking Into Healthcare: Why TransMedics Is My Bold First Move
Summary TransMedics is transforming organ transplants with advanced technology and integrated logistics. Strong market demand and expanding adoption support long-term growth potential despite the recent top-line deceleration. Following the recent nosedive, the stock's current valuation offers an attractive entry point for a market leader in a critical industry. Read the full article on Seeking AlphaArticle d’analyse • Dec 28
With A 30% Price Drop For TransMedics Group, Inc. (NASDAQ:TMDX) You'll Still Get What You Pay For
Unfortunately for some shareholders, the TransMedics Group, Inc. ( NASDAQ:TMDX ) share price has dived 30% in the last...Seeking Alpha • Dec 04
TransMedics Faces Market Turbulence As Growth Engines Stutter
Summary TransMedics' Q3 revenue dropped sequentially to $108.8M, with gross margins declining to 56% due to higher service revenue, impacting profitability and raising concerns about growth sustainability. Despite significant YoY revenue growth, sequential declines and a shift towards lower-margin services suggest potential market saturation and scaling challenges for TransMedics. Financially, TransMedics remains stable with $330M in cash and a strong current ratio, but negative free cash flow and high debt levels pose risks. Given the stalled growth and changing revenue mix, I maintain a "hold" rating on TMDX stock, awaiting clearer growth prospects and potential guidance for 2025. Read the full article on Seeking AlphaArticle d’analyse • Nov 20
These 4 Measures Indicate That TransMedics Group (NASDAQ:TMDX) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Nov 19
TransMedics: Long-Term Thesis Hasn't Changed At All
Summary TMDX's Q3 revenue miss and margin contraction are short-term issues; long-term growth potential remains strong with management's guidance of 4,000 transplants this year and 10,000 in 3-5 years. High expectations led to a stock price drop, but management's clear communication on seasonal trends and market share stability supports the long-term thesis. TMDX is undervalued compared to peers like Intuitive Surgical and PROCEPT BioRobotics, with significant revenue growth potential and a unique market position. Despite macroeconomic concerns, I am dollar cost averaging into TMDX, confident in its long-term prospects and management's operational strategies. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
TransMedics: Overreaction To Temporary Headwinds (Rating Upgrade)
Summary TransMedics' Q3 results were weak, with revenue declining sequentially due to US transplant volume headwinds and scheduled aircraft maintenance. While the growth of TransMedics' current business is likely to continue moderating, there remain large opportunities internationally and in other organs. This is highlighted by the fact that TransMedics reiterated its longer-term transplant volume target, despite current weakness. While TransMedics' revenue multiple is still fairly high, the company is now far more reasonably valued, creating an attractive entry point into a high-quality company. Read the full article on Seeking AlphaArticle d’analyse • Oct 30
What You Can Learn From TransMedics Group, Inc.'s (NASDAQ:TMDX) P/S After Its 44% Share Price Crash
TransMedics Group, Inc. ( NASDAQ:TMDX ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Oct 29
TransMedics: Mistakes Have Been Made, Here's My Updated Outlook
Summary TransMedics shares fell 25% pre-market after a disappointing Q3 report, missing revenue and EPS estimates, with management failing to manage expectations. Despite the poor quarter, the long-term opportunity remains large, and a good Q4 could significantly boost shares. Management's poor guidance and failure to prepare investors for the downturn were major issues, but the potential for growth still exists. I maintain a 'Buy' rating, believing the company can recover and deliver on its 2028 target, doubling sales over the next three years. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
TransMedics' Organ Care: Critical Innovation With Lofty Expectations
Summary TransMedics' Organ Care System is FDA-approved for lung, heart, and liver transplants, enhancing organ preservation and expanding donor organ viability. TMDX achieved 118% revenue growth year-over-year, reaching $114.3 million in Q2 2024, with a net profit margin of 10.7%. TransMedics faces competition from OrganOx and XVIVO Perfusion but holds a competitive advantage with its comprehensive logistics and service offerings. Normothermic regional perfusion is emerging as a cost-effective alternative, raising ethical debates but with growing adoption. TransMedics' high valuation hinges on maintaining 25% annual revenue growth, with investment potential dependent on achieving this growth target. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
TransMedics Group: This Could Be One Of The Biggest Moats In A Decade
Summary The company’s unique FDA-approved multi-organ platform and proprietary aviation division enhance its competitive edge, reducing costs and improving surgical outcomes. While there are risks, including liquidity and potential competition, the long-term benefits and market position make TransMedics a compelling buy-and-hold investment. And most importantly, it is a product that could lead to a huge moat in the advancement of human medicine. Read the full article on Seeking AlphaArticle d’analyse • Sep 18
Returns Are Gaining Momentum At TransMedics Group (NASDAQ:TMDX)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Seeking Alpha • Sep 18
TransMedics: Take Profits While The Valuation Is Sky High
Summary TransMedics' logistics network for organ preservation is impressive, but staffing and aircraft maintenance issues may impact Q3 and Q4 margins and investor sentiment. Despite a solid Q2 earnings report, the stock's current valuation seems overly exuberant, with a high P/E ratio and significant short interest. The internal fleet's operation is progressing, but the need for more pilots and maintenance could degrade margins and reduce EPS in upcoming quarters. TransMedics' market capitalization per employee is high compared to peers, suggesting the stock is fully valued with limited upside potential. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
TransMedics: Wide Moat Player At A Lower Valuation Than Peers
Summary TransMedics is revolutionizing organ transportation with its FDA-approved Organ Care System, improving organ functionality during transport. Significant investments in logistics, including owning aircraft, enhancing its moat, reducing graft dysfunction by 50% and improving donation effectiveness. The company has a strong competitive edge, evident in its 100%+ YoY sales growth and 10-12% net margins, yet trades at a lower EV/Sales multiple than peers. Read the full article on Seeking Alpha
Nouveau récit • Aug 29
Expanding Aviation And OCS Technologies Forecasts Bright Horizon For Medical Logistics Growth
Expanding services and market share through the aviation fleet, technological advancements, and new clinical programs is expected to bolster revenue growth and margins.Article d’analyse • Aug 28
TransMedics Group, Inc.'s (NASDAQ:TMDX) P/S Is Still On The Mark Following 25% Share Price Bounce
The TransMedics Group, Inc. ( NASDAQ:TMDX ) share price has done very well over the last month, posting an excellent...Seeking Alpha • Aug 19
TransMedics: Heart And Lungs Will Drive The Next Leg Higher
Summary TransMedics' logistics business is expanding rapidly, helping to offset a moderation in product growth. While growth is likely to moderate in the coming years, particularly as the logistics business matures, new indications and geographies offer further expansion opportunities. The logistics business is weighing on margins at the moment, but TransMedics remains on track to generate high margins as its business scales and matures. While TransMedics' revenue multiple appears high, this is largely justified by the company's strong growth and potential profitability. Future returns are likely to be much lower, though, as TransMedics begins to saturate its core markets and its growth slows. Read the full article on Seeking AlphaArticle d’analyse • Aug 06
Analysts Just Made A Meaningful Upgrade To Their TransMedics Group, Inc. (NASDAQ:TMDX) Forecasts
TransMedics Group, Inc. ( NASDAQ:TMDX ) shareholders will have a reason to smile today, with the analysts making...Seeking Alpha • Aug 04
TransMedics Group: Providing Long-Term Detailed Forecast And Upgrading To Buy
Summary TransMedics Group had a remarkable second quarter, beating revenue estimates and raising guidance. The company's National Organ Care Systems Program is driving growth, with liver revenues up 2.4x and heart revenues doubling year over year. Long-term valuation model predicts significant EPS growth, with potential for the stock to reach $265 a share by 2026, representing 75% upside. Read the full article on Seeking AlphaArticle d’analyse • Aug 02
TransMedics Group, Inc. Just Recorded A 66% EPS Beat: Here's What Analysts Are Forecasting Next
A week ago, TransMedics Group, Inc. ( NASDAQ:TMDX ) came out with a strong set of second-quarter numbers that could...Seeking Alpha • Jul 08
TransMedics Group Stock: Too Far, Too Fast
Summary TransMedics Group, Inc. provides technology for organ transplants throughout the United States. The stock has more than tripled since late October. The company delivered blowout Q1 results, but the stock's valuation has become more than dear. Can the rally continue, or are TransMedics Group shares overdue for some profit taking? An analysis follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Jun 17
TransMedics: NOP, Logistics And Transport Are Key Growth Drivers But Stock Is Pricey
Summary TransMedics Group is addressing the organ shortage crisis with their innovative Organ Care System. OCS adoption and National Organ Care System Program are driving impressive revenue growth for TransMedics. Despite overvaluation, TransMedics is a long-term winner with significant market opportunity and competitive position, making it a 'hold'. Read the full article on Seeking AlphaArticle d’analyse • Jun 10
TransMedics Group (NASDAQ:TMDX) Might Have The Makings Of A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Rendement pour les actionnaires
| TMDX | US Medical Equipment | US Marché | |
|---|---|---|---|
| 7D | -8.7% | -5.5% | -1.0% |
| 1Y | -28.3% | -19.0% | 14.1% |
Rendement vs Industrie: TMDX a sous-performé le secteur US Medical Equipment qui a rapporté -19 % au cours de l'année écoulée.
Rendement vs marché: TMDX a sous-performé le marché US qui a rapporté 14.1 % au cours de l'année écoulée.
Volatilité des prix
| TMDX volatility | |
|---|---|
| TMDX Average Weekly Movement | 7.6% |
| Medical Equipment Industry Average Movement | 8.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: TMDX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TMDX ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1998 | 898 | Waleed Hassanein | www.transmedics.com |
TransMedics Group, Inc. est une société de technologie médicale à vocation commerciale qui transforme les thérapies de transplantation d'organes pour les patients souffrant d'insuffisance organique en phase terminale aux États-Unis et dans le monde. La société fournit un système de soins aux organes (OCS), un système portable de perfusion, d'optimisation et de surveillance des organes qui utilise sa technologie exclusive et personnalisée pour reproduire des conditions quasi physiologiques pour les organes des donneurs en dehors du corps humain. Son OCS comprend l'OCS LUNG pour la préservation des poumons de donneurs répondant aux critères standard pour la transplantation de poumons doubles ; l'OCS Heart, une technologie pour la préservation des cœurs de donneurs DBD jugés inadaptés en raison des limites de la conservation par le froid et pour la réanimation ex vivo, la surveillance fonctionnelle et la préservation du cœur battant des cœurs de donneurs après la mort par circulation ; et l'OCS Liver pour la préservation des foies de donneurs DBD et DCD.
TransMedics Group, Inc. Résumé des fondamentaux
| TMDX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.85b |
| Bénéfices(TTM) | US$151.70m |
| Recettes(TTM) | US$668.47m |
18.8x
Ratio P/E4.3x
Ratio P/SLe site TMDX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TMDX compte de résultat (TTM) | |
|---|---|
| Recettes | US$668.47m |
| Coût des recettes | US$276.12m |
| Marge brute | US$392.35m |
| Autres dépenses | US$240.65m |
| Les revenus | US$151.70m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 4.37 |
| Marge brute | 58.69% |
| Marge bénéficiaire nette | 22.69% |
| Ratio dettes/capitaux propres | 99.2% |
Quelles ont été les performances à long terme de TMDX?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/12 19:36 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
TransMedics Group, Inc. est couverte par 15 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Rescott | Baird |
| William Plovanic | Canaccord Genuity |
| Daniel Markowitz | Evercore ISI |