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TransMedics Group, Inc. Stock Price

NasdaqGM:TMDX Community·US$2.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 161 Fair Values set on narratives written by author

TMDX Share Price Performance

US$68.86
-56.31 (-44.98%)
US$117.89
Fair Value
US$68.86
-56.31 (-44.98%)
41.6% undervalued intrinsic discount
US$117.89
Fair Value
Price US$68.86
AnalystConsensusTarget US$117.89
AnalystHighTarget US$142.00
AnalystLowTarget US$80.00

TMDX Community Narratives

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Fair Value US$117.89 41.6% undervalued intrinsic discount

TMDX: Expanding Organ Donor Pool And Clinical Trials Will Shape Future Direction

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68users have followed this narrative
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Fair Value US$142 51.5% undervalued intrinsic discount

Transplant Logistics Will Meet Demand From An Aging World

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Fair Value US$80 13.9% undervalued intrinsic discount

Cost Pressures And Supply Risks Will Weaken Transplant Market Viability

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Trending Discussion

Updated Narratives

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TMDX: Rising Transplant And Flight Activity Will Drive Bullish 2026 Outlook

Fair Value: US$80 13.9% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TMDX: Organ Platform Expansion And Clinical Adoption Will Drive Future Repricing

Fair Value: US$142 51.5% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TMDX: Organ Trial Progress And Clinical Moat Will Shape Future Upside Potential

Fair Value: US$117.89 41.6% undervalued intrinsic discount
68 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with solid track record.

0 Risks
4 Rewards

TransMedics Group, Inc. Key Details

US$635.9m

Revenue

US$260.2m

Cost of Revenue

US$375.7m

Gross Profit

US$203.8m

Other Expenses

US$171.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.97
59.09%
27.04%
103.9%
View Full Analysis

About TMDX

Founded
1998
Employees
898
CEO
Waleed Hassanein
WebsiteView website
www.transmedics.com

TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally. The company provides Organ Care System (OCS), a portable organ perfusion, optimization, and monitoring system that utilizes its proprietary and customized technology to replicate near-physiologic conditions for donor organs outside of the human body. Its OCS includes OCS LUNG for the preservation of standard criteria donor lungs for double-lung transplantation; OCS Heart, a technology for preservation of DBD donor hearts deemed unsuitable due to limitations of cold storage and for ex vivo reanimation, functional monitoring, and beating-heart preservation of donation-after-circulatory-death hearts; and OCS Liver for the preservation of DBD and DCD of donor livers. The company also developed national OCS program, a turnkey solution for outsourced organ retrieval; and provides OCS organ management and logistics services, including aviation and ground transportation, and other coordination activity. The company was founded in 1998 and is headquartered in Andover, Massachusetts.

Recent TMDX News & Updates

Narrative Update 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.
Seeking Alpha Jul 01

TransMedics: The Margins Must Recover

Summary TransMedics is rated Buy as the market overreacts to Q1 margin pressure, while the core growth thesis remains intact. Q1 revenue grew 21% to $173.9M, but gross margin fell to 58.2% and adjusted EPS dropped to $0.30, driving the sell-off. TMDX’s moat is its integrated transplantation network, which is expensive to build but positions the company for long-term dominance. Valuation is now attractive at 16–21x 2027–2028 earnings if margins recover; an $85–$107 price target is plausible if execution improves. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates