Professional
Added to YB: 2025-01-06
Pitch date: 2025-01-04
TMDX [bullish]
TransMedics Group, Inc.
+76.17%
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
$4.5B
Pitch Price
$71.97
Price Target
120.00 (-5%)
Dividend
N/A
EV/EBITDA
35.52
P/E
51.63
EV/Sales
7.99
Sector
Health Care Equipment and Supplies
Category
turnaround
LONG: TransMedics Group (TMDX)
TMDX: Organ transplant innovator, Q3 dip misunderstood. Real-time data shows growth rebounding in Q4. Fleet activity & transplant volumes recovering. OCS Connect software launch imminent. Int'l expansion planned. 30% short interest. Undervalued at 3.3x EV/FY+2 sales. PT $120, potential 2x multiple expansion.
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