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TransMedics Group, Inc. Stock Price

NasdaqGM:TMDX Community·US$3.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 181 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

TMDX Share Price Performance

US$85.04
-31.95 (-27.31%)
​
US$97.30
Fair Value
US$85.04
-31.95 (-27.31%)
12.6% undervalued intrinsic discount
US$97.30
Fair Value
Price US$85.04
AnalystConsensusTarget US$97.30
AnalystLowTarget US$65.00
AnalystHighTarget US$125.00
Sat, 8 Aug 26
Fair ValueUS$97.30
Share Pricen/a

TMDX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$97.3 12.6% undervalued intrinsic discount

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

3users have liked this narrative
0users have commented on this narrative
77users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$65 30.8% overvalued intrinsic discount

Cost Pressures And Supply Risks Will Weaken Transplant Market Viability

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$125 32.0% undervalued intrinsic discount

Transplant Logistics Will Meet Demand From An Aging World

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
TMDX logo
TransMedics Group
12.6% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Aug
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TMDX logo
TransMedics Group
30.8% overvalued intrinsic discount
Updated

Cost Pressures And Supply Risks Will Weaken Transplant Market Viability

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Sep
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TMDX logo
TransMedics Group
32.0% undervalued intrinsic discount

Transplant Logistics Will Meet Demand From An Aging World

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AN
AnalystHighTarget
AnalystHighTarget
Updated 22 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
TMDX logo

TMDX: Strong Transplant And Flight Trends Will Mask Medium Term Execution Risks

Fair Value: US$65 30.8% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
TMDX logo

TMDX: Transplant Procedure And Flight Volume Expansion Will Drive Future Repricing

Fair Value: US$125 32.0% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
TMDX logo

TMDX: Transplant Procedure And Flight Network Expansion Will Drive Future Upside Potential

Fair Value: US$97.3 12.6% undervalued intrinsic discount
77 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Outstanding track record and undervalued.

0 Risks
4 Rewards
View Full Analysis

TransMedics Group, Inc. Key Details

US$668.5m

Revenue

US$276.1m

Cost of Revenue

US$392.3m

Gross Profit

US$240.6m

Other Expenses

US$151.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.37
58.69%
22.69%
99.2%
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

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
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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

No updates

TransMedics Group, Inc. Competitors

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