TransMedics Group, Inc.

TransMedics Group, Inc.

TMDXยทNASDAQ

$69.69

+3.2%
HealthcareMedical - Devices

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 offers 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 Organ Care System includes OCS LUNG for the preservation of standard criteria donor lungs for double-lung transplantation; OCS Heart, a technology for extracorporeal perfusion and preservation of donor hearts; and OCS Liver for the preservation of donor livers. The company was founded in 1998 and is headquartered in Andover, Massachusetts.

At a Glance

Live Snapshot
Market Cap$2.41B
EPS5.6000
P/E Ratio12.44
Earnings Date07/29/2026
tmdx

TransMedics Group, Inc. Street Expectations Map

TMDX ยท NASDAQ

Wall Street analysts project that TMDX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 120.20, with estimates ranging from a low of 75.00 to a high of 142.00.

Lowest Target
75.00
7.62%
Consensus Target
120.20
72.48%
Highest Target
142.00
103.76%

The consensus 1-year price target stands at 120.20, with estimates ranging from a low of 75.00 to a high of 142.00.

Analyst Consensus Analysis

Upside Potential

+72.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

55.7% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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TransMedics Group, Inc. Forward Estimates of Revenue

TMDX ยท NASDAQ
Latest Revenue
605.49M
FY 2025
Avg Estimate
733.05M
FY 2026
Estimate Range
729.19M - 739.45M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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TransMedics Group, Inc. Forward Estimates of Net Income

TMDX ยท NASDAQ
Latest Net Income
190.29M
FY 2025
Avg Estimate
79.58M
FY 2026
Estimate Range
67.29M - 93.76M
Analyst Spread

Forward Growth Analysis

Projected Growth-58.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread33%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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TransMedics Group, Inc. Forward Estimates of EPS

TMDX ยท NASDAQ
Latest EPS
5.60
FY 2025
Avg Estimate
$2.05
FY 2026
Estimate Range
$1.66 - $2.31
Analyst Spread

Forward Growth Analysis

Projected Growth-63.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread32%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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TransMedics Group, Inc. Forward Estimates of EBIT

TMDX ยท NASDAQ
Latest EBIT
121.30M
FY 2025
Avg Estimate
-161.10M
FY 2026
Estimate Range
-162.50M - -160.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-232.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

tmdx

TransMedics Group, Inc. Forward Estimates of EBITDA

TMDX ยท NASDAQ
Latest EBITDA
148.49M
FY 2025
Avg Estimate
-137.54M
FY 2026
Estimate Range
-138.74M - -136.81M
Analyst Spread

Forward Growth Analysis

Projected Growth-192.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

tmdx

TransMedics Group, Inc. Forward Estimates of SG&A Expense

TMDX ยท NASDAQ
Latest SG&A Expense
185.17M
FY 2025
Avg Estimate
468.48M
FY 2026
Estimate Range
466.01M - 472.57M
Analyst Spread

Forward Growth Analysis

Projected Growth+153.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

tmdx

TransMedics Group, Inc. Insider Positioning

TMDX ยท NASDAQ

During the last 12 months, insiders have purchased $2.77M and sold $4.57M worth of TMDX shares, resulting in $1.81M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

14.9K

2.16M

Net Activity

-2.2M

-$2.16M

6-9 Months

Bought

8.8K

1.00M

Sold

13.1K

1.80M

Net Activity

-797K

-$797K

9-12 Months

Bought

15.0K

1.77M

Sold

4.8K

615.89K

Net Activity

+1.1M

+$1.15M

Top Buyers

1
HWH

Hassanein Waleed H

Director, Officer: President & Ceo

23.8K sharesโ€ข3 transactions

$2.77M

Top Sellers

1
WD

Weill David

Director

8.6K sharesโ€ข2 transactions

$1.22M

2
BEM

Basile Edward M

Director

8.3K sharesโ€ข2 transactions

$1.06M

3
HG

Hernandez Gerardo

Officer: Chief Financial Officer

7.2K sharesโ€ข3 transactions

$1.05M

4
RAP

Ranganath Anil P.

Officer: See Remarks

4.5K sharesโ€ข3 transactions

$652K

5
CN

Corcoran Nicholas

Officer: See Remarks

3.0K sharesโ€ข1 transactions

$413K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $1.81M net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.60:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.