Added to YB: 2026-08-07
Pitch date: 2026-08-06
TMDX [neutral]
TransMedics Group, Inc.
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
$2.7B
Pitch Price
N/A
Price Target
159.00 (+108%)
Dividend
N/A
EV/EBITDA
24.54
P/E
19.05
EV/Sales
4.56
Sector
Health Care Equipment and Supplies
Category
growth
TransMedics Q2 2026: Buying the Next Growth Cycle
TMDX (earnings): Q2 rev $189.9M (+21% YoY), record; Liver $148M (+28%), Service 41% of sales (+29%), Logistics +39% covering 86% of air missions — platform moat widening. But stock -8% on adj EPS $0.44 vs $0.50 est; adj op margin fell 23.2%→13.6% on deliberate OCS Kidney/Gen3.0/intl spend. FV $159, Buy. Risks: liver concentration, regulatory delays, PAD dilution. Holds small-med position.
Read full article (7 min)