Transmedics Group (TMDX)
NASDAQ:TMDX
Want to see TMDX full AI Analyst Report?
TMDX Stock Chart & Stats
$115.87
-$4.08(-5.19%)
At close: 4:00 PM EST
$115.87
-$4.08(-5.19%)
Day’s Range― - ―
52-Week Range$60.11 - $156.00
Previous CloseN/A
Volume1.17M
Average Volume (3M)1.66M
Market Cap
$2.37B
Enterprise Value$2.68B
Total Cash (Recent Filing)$461.74M
Total Debt (Recent Filing)$818.75M
Price to Earnings (P/E)13.9
Beta1.08
Next Earnings
Jul 30, 2026EPS Estimate
0.56Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)5.03
Shares Outstanding34,560,910
10 Day Avg. Volume1,395,478
30 Day Avg. Volume1,661,321
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)8.74
Price to Sales (P/S)6.83
P/FCF Ratio30.96
Enterprise Value/Market Cap1.13
Enterprise Value/Revenue4.21
Enterprise Value/Gross Profit7.13
Enterprise Value/Ebitda19.50
Forecast
1Y Price Target
$119.63Price Target Upside3.24% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)2.09
Revenue Forecast (FY)$733.30M
Bulls Say, Bears Say
Bulls Say
Improving Free Cash FlowSustained positive free cash flow at ~69% of net income indicates strong cash conversion from earnings, providing durable internal funding for R&D, NOP expansion and working capital. This reduces reliance on external financing and supports multi-quarter investment programs even if revenue growth moderates.
Material Profitability InflectionA TTM net margin near 27% reflects structural improvement in the business model and operating leverage as product sales and recurring disposables scale. Durable higher margins enhance return on invested capital and provide buffer against cyclical volume shifts, supporting long‑term capital allocation.
Clear Multi-front Growth RoadmapReiterated guidance plus parallel product, clinical and logistics initiatives expand addressable market and diversify growth drivers. Multi-year cadence of IDEs, Gen3 upgrades and NOP geographic expansion supports sustainable revenue expansion beyond single-quarter swings and underpins repeatable consumable usage.
Bears Say
Rising LeverageA meaningful jump in leverage reduces financial flexibility and increases sensitivity to revenue or margin setbacks. Higher debt service can constrain discretionary investment and amplify downside risk if clinical or donor-volume timing slips, making execution risk more consequential over the next several quarters.
Near-term Margin CompressionFront-loaded R&D and SG&A to support product launches and NOP scaling compress gross and operating margins near term. If margin recovery lags, profitability and free cash flow could be impaired several quarters, reducing the payoff window for current investments and increasing execution risk.
Clinical Enrollment And Donor-volume VolatilityDelays in clinical enrollment and policy-driven donor volume swings directly affect utilization of the OCS platform and recurring consumable revenue. Such structural variability can make top-line and unit volumes lumpy, delaying payback on capital and logistics investments and complicating longer-term planning.
TransMedics Group News
TMDX FAQ
What was Transmedics Group’s price range in the past 12 months?
Transmedics Group lowest stock price was $60.10 and its highest was $156.00 in the past 12 months.
What is Transmedics Group’s market cap?
Transmedics Group’s market cap is $2.37B.
When is Transmedics Group’s upcoming earnings report date?
Transmedics Group’s upcoming earnings report date is Jul 30, 2026 which is in 56 days.
How were Transmedics Group’s earnings last quarter?
Transmedics Group released its earnings results on May 05, 2026. The company reported $0.3 earnings per share for the quarter, missing the consensus estimate of $0.598 by -$0.298.
Is Transmedics Group overvalued?
According to Wall Street analysts Transmedics Group’s price is currently Undervalued.
Does Transmedics Group pay dividends?
Transmedics Group does not currently pay dividends.
What is Transmedics Group’s EPS estimate?
Transmedics Group’s EPS estimate is 0.56.
How many shares outstanding does Transmedics Group have?
Transmedics Group has 34,560,910 shares outstanding.
What happened to Transmedics Group’s price movement after its last earnings report?
Transmedics Group reported an EPS of $0.3 in its last earnings report, missing expectations of $0.598. Following the earnings report the stock price went down -23.186%.
Which hedge fund is a major shareholder of Transmedics Group?
Currently, no hedge funds are holding shares in TMDX
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
TransMedics Group Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$119.63 (3.24% Upside)
$119.63 (3.24% Upside)
Blogger Sentiment
Bullish
TMDX Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 691.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $2.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.2%
Last 30 Days ▲ 4.1%
Last 30 Days ▲ 4.1%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-45.86%
12-Months-Change
Fundamentals
Return on Equity
41.92%
Trailing 12-Months
Asset Growth
71.32%
Trailing 12-Months
Company Description
Transmedics Group
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.
TMDX Company Deck
TMDX Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call communicates solid top-line growth (21% YoY) and a strong cash position (~$462M), supported by clear, multi-year growth initiatives (CHOPS, OCS Kidney Gen 3.0, Gen 3.0 upgrades, and European NOP expansion) and reiterated full‑year guidance (20%–25% revenue growth). Near term, the company is absorbing deliberate, sizeable investments that compress gross and operating margins (gross margin down ~331 bps YoY; adjusted operating expenses up ~42% YoY), while donor-volume volatility and prior competitive-driven enrollment delays create execution and timing risk for clinical programs. Overall the call strikes a positive tone on growth and strategic direction but acknowledges tangible near-term margin and enrollment headwinds.View all TMDX earnings summariesTMDX Stock 12 Month Forecast
Average Price Target
$119.63
▲(3.24% Upside)
Technical Analysis
Ownership Overview
3.59% Insiders
42.81% Mutual Funds
22.41% Other Institutional Investors
5.21% Public Companies and Individual Investors