TMDX logo

TransMedics Group, Inc. Stock Price

NasdaqGM:TMDX Community·US$2.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 157 Fair Values set on narratives written by author

TMDX Share Price Performance

US$74.29
-66.57 (-47.26%)
US$117.89
Fair Value
US$74.29
-66.57 (-47.26%)
37.0% undervalued intrinsic discount
US$117.89
Fair Value
Price US$74.29
AnalystConsensusTarget US$117.89
AnalystLowTarget US$118.00
AnalystHighTarget US$142.00

TMDX Community Narratives

·
Fair Value US$117.89 37.0% undervalued intrinsic discount

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

2users have liked this narrative
0users have commented on this narrative
66users have followed this narrative
·
Fair Value US$118 37.0% undervalued 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
·
Fair Value US$142 47.7% undervalued intrinsic discount

Transplant Logistics Will Meet Demand From An Aging World

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
US$118
37.0% undervalued intrinsic discount
Revenue
18.45% p.a.
Profit Margin
18.77%
Future PE
27.64x
Price in 2029
US$146.08

Trending Discussion

Updated Narratives

TMDX logo

TMDX: Organ Platform Expansion And Clinical Adoption Will Drive Future Repricing

Fair Value: US$142 47.7% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TMDX logo

TMDX: Organ Trial Progress And Clinical Moat Will Shape Future Upside Potential

Fair Value: US$117.89 37.0% undervalued intrinsic discount
66 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TMDX logo

TMDX: Clinical Trials And 2026 Outlook Will Drive The Next Leg

Fair Value: US$118 37.0% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

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

Seeking Alpha 18h

TransMedics: Why I'm Still Bullish After The Collapse

Summary TransMedics (TMDX) faces decelerating revenue growth, margin pressure, and increased investment, yet maintains strong market share gains and competitive positioning. TMDX's logistics and clinical services now comprise nearly 40% of revenue, enhancing competitive advantages and supporting long-term margin strength. Despite growth normalizing to 20-25% and compressed margins, I see current valuation at 4x EV/Sales as attractive, supporting a Buy rating. Execution risk remains as management pursues multiple growth initiatives while the U.S. market is not fully penetrated, but upside potential justifies the risk. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates