Added to YB: 2025-12-19
Pitch date: 2025-12-18
TMDX [bullish]
TransMedics Group, Inc.
-43.07%
current return
Author Info
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Company Info
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.
Market Cap
$2.2B
Pitch Price
$120.94
Price Target
256.00 (+272%)
Dividend
N/A
EV/EBITDA
19.63
P/E
14.38
EV/Sales
4.12
Sector
Health Care Equipment and Supplies
Category
growth
From Volume Expansion to Multiple Re-Rating: The TransMedics Opportunity
TMDX: Targeting 10k annual transplant cases by EOY28 at ~$103k/case = $1.03B revenue. 25%+ grower in expanding healthcare niche insulated from AI/tariff risks. Peers trade 7-10x sales; middle 8.8x = $256/share target. Mispriced due to analyst misfocus.
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