TransMedics Group (TMDX) Hisse Özeti
Ticari aşamada bir tıbbi teknoloji şirketi olan TransMedics Group, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda son dönem organ yetmezliği hastaları için organ nakli tedavisini dönüştürmekle ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
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TMDX Community Fair Values
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Analyst Price Targets
TransMedics Group, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$83.89 |
| 52 Haftanın En Yüksek Seviyesi | US$156.00 |
| 52 Haftanın En Düşük Seviyesi | US$60.11 |
| Beta | 1.88 |
| 1 Aylık Değişim | 19.09% |
| 3 Aylık Değişim | 23.66% |
| 1 Yıllık Değişim | -26.73% |
| 3 Yıllık Değişim | 29.86% |
| 5 Yıllık Değişim | 188.68% |
| Halka arzdan bu yana değişim | 275.18% |
Son Haberler & Güncellemeler
Seeking Alpha • Aug 06
TransMedics: Margins Down, Concentration Up, Trials Delayed
Summary Q2's headline beat was driven by low-margin logistics and pricing, not by more organs moving through the platform; service outgrew product by 16.4 pp. Revenue is increasingly concentrated in the liver (78% of organ revenue), while the heart barely grew, and the lung fell 42% year-over-year. The heart and lung growth catalysts, ENHANCE and DENOVO, are delayed, gated by FDA enrollment, and contribute minimally while dragging margins. Adjusted operating margin has reset lower, full-year guidance was only floor-raised, and TMDX still trades like a high-margin growth stock at ~45x forward earnings. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Recent updates
Seeking Alpha • Aug 06
TransMedics: Margins Down, Concentration Up, Trials Delayed
Summary Q2's headline beat was driven by low-margin logistics and pricing, not by more organs moving through the platform; service outgrew product by 16.4 pp. Revenue is increasingly concentrated in the liver (78% of organ revenue), while the heart barely grew, and the lung fell 42% year-over-year. The heart and lung growth catalysts, ENHANCE and DENOVO, are delayed, gated by FDA enrollment, and contribute minimally while dragging margins. Adjusted operating margin has reset lower, full-year guidance was only floor-raised, and TMDX still trades like a high-margin growth stock at ~45x forward earnings. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Seeking Alpha • May 21
TransMedics: Transportation Supporting Growth
Summary TransMedics' logistics business is performing well, supporting growth as the device business begins to mature. TMDX is planning clinical trials to increase the use of its devices in heart and lung transplants, which will be necessary to maintain growth going forward. The Company's valuation is high and there is probably limited room for further multiple expansion. The stock should be supported by continued momentum in the business, though. Caution is warranted as TransMedics' end market is limited, and revenue growth will likely decelerate considerably over the next few years. Read the full article on Seeking AlphaSeeking Alpha • May 06
TransMedics Group: Looking At The Road Ahead After An Exceptional Q1 (Rating Downgrade)
Summary TransMedics Group has seen a 50% increase in its stock price following impressive first-quarter results that exceeded expectations. The company's execution has been excellent, but its current valuation may be a hindrance. TMDX has a strong outlook for the future, with raised sales guidance and expectations of continued margin expansion. Read the full article on Seeking AlphaHissedar Getirileri
| TMDX | US Medical Equipment | US Pazar | |
|---|---|---|---|
| 7D | 9.6% | 1.6% | 3.5% |
| 1Y | -26.7% | -12.6% | 20.5% |
Getiri vs. Endüstri: TMDX geçen yıl % -12.6 oranında getiri sağlayan US Medical Equipment sektörünün gerisinde kaldı.
Getiri vs Piyasa: TMDX geçen yıl % 20.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| TMDX volatility | |
|---|---|
| TMDX Average Weekly Movement | 7.8% |
| Medical Equipment Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: TMDX son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: TMDX 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1998 | 898 | Waleed Hassanein | www.transmedics.com |
Ticari aşamada bir tıbbi teknoloji şirketi olan TransMedics Group, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda son dönem organ yetmezliği hastaları için organ nakli tedavisini dönüştürmekle ilgilenmektedir. Şirket, insan vücudu dışındaki donör organlar için neredeyse fizyolojik koşulları taklit etmek için tescilli ve özelleştirilmiş teknolojisini kullanan taşınabilir bir organ perfüzyon, optimizasyon ve izleme sistemi olan Organ Bakım Sistemi (OCS) sunmaktadır. OCS, çift akciğer nakli için standart kriterlerdeki donör akciğerlerinin korunmasına yönelik OCS LUNG; soğuk depolama sınırlamaları nedeniyle uygun olmadığı düşünülen DBD donör kalplerinin korunmasına ve ex vivo reanimasyon, fonksiyonel izleme ve bağış sonrası dolaşım-ölüm kalplerinin kalp atışlarının korunmasına yönelik bir teknoloji olan OCS Heart; ve donör karaciğerlerinin DBD ve DCD'sinin korunmasına yönelik OCS Liver içerir.
TransMedics Group, Inc. Temel Bilgiler Özeti
| TMDX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$2.91b |
| Kazançlar(TTM) | US$151.70m |
| Gelir(TTM) | US$668.47m |
19.2x
F/K Oranı4.4x
P/S OranıTMDX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TMDX gelir tablosu (TTM) | |
|---|---|
| Gelir | US$668.47m |
| Gelir Maliyeti | US$276.12m |
| Brüt Kâr | US$392.35m |
| Diğer Giderler | US$240.65m |
| Kazançlar | US$151.70m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 4.37 |
| Brüt Marj | 58.69% |
| Net Kâr Marjı | 22.69% |
| Borç/Özkaynak Oranı | 99.2% |
TMDX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/07 02:38 |
| Gün Sonu Hisse Fiyatı | 2026/08/07 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
TransMedics Group, Inc. 15 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Rescott | Baird |
| William Plovanic | Canaccord Genuity |
| Daniel Markowitz | Evercore ISI |