TransMedics Group, Inc. (NASDAQ:TMDX) Receives $144.25 Average PT from Brokerages

TransMedics Group, Inc. (NASDAQ:TMDX) has earned a consensus recommendation of “Moderate Buy” from the ten brokerages that are currently covering the stock, MarketBeat.com reports. Four analysts have rated the stock with a hold recommendation and six have issued a buy recommendation on the company. The average twelve-month target price among brokers that have issued a report on the stock in the last year is $144.25.

A number of equities analysts recently issued reports on the stock. Wall Street Zen upgraded shares of TransMedics Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Morgan Stanley increased their price objective on shares of TransMedics Group from $123.00 to $135.00 and gave the company an “equal weight” rating in a report on Tuesday, December 2nd. Needham & Company LLC raised their price objective on shares of TransMedics Group from $148.00 to $166.00 and gave the company a “buy” rating in a research note on Monday, December 8th. Canaccord Genuity Group upped their target price on TransMedics Group from $147.00 to $148.00 and gave the stock a “buy” rating in a research report on Wednesday, December 17th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of TransMedics Group in a research note on Monday, December 22nd.

TransMedics Group Trading Up 2.3%

NASDAQ:TMDX opened at $137.78 on Friday. The stock has a market cap of $4.71 billion, a price-to-earnings ratio of 55.78 and a beta of 2.06. The company has a debt-to-equity ratio of 1.43, a quick ratio of 7.13 and a current ratio of 7.69. TransMedics Group has a 1 year low of $62.07 and a 1 year high of $156.00. The business has a fifty day moving average of $132.98 and a 200-day moving average of $126.22.

Insider Activity

In other news, CFO Gerardo Hernandez sold 920 shares of the stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $139.62, for a total transaction of $128,450.40. Following the completion of the sale, the chief financial officer owned 15,064 shares in the company, valued at approximately $2,103,235.68. This represents a 5.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David Weill sold 5,000 shares of the business’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $138.64, for a total value of $693,200.00. Following the sale, the director directly owned 12,134 shares in the company, valued at $1,682,257.76. This trade represents a 29.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 7.00% of the company’s stock.

Hedge Funds Weigh In On TransMedics Group

A number of institutional investors have recently bought and sold shares of TMDX. Vanguard Group Inc. lifted its stake in TransMedics Group by 0.3% during the third quarter. Vanguard Group Inc. now owns 3,605,607 shares of the company’s stock valued at $404,549,000 after buying an additional 9,650 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of TransMedics Group by 11.9% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,069,492 shares of the company’s stock valued at $119,997,000 after acquiring an additional 113,817 shares during the period. Goldman Sachs Group Inc. lifted its position in shares of TransMedics Group by 50.1% in the 4th quarter. Goldman Sachs Group Inc. now owns 965,931 shares of the company’s stock valued at $117,506,000 after acquiring an additional 322,353 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of TransMedics Group by 0.4% in the 4th quarter. Geode Capital Management LLC now owns 816,474 shares of the company’s stock valued at $99,339,000 after acquiring an additional 2,903 shares in the last quarter. Finally, Two Sigma Investments LP boosted its stake in TransMedics Group by 54.2% in the 3rd quarter. Two Sigma Investments LP now owns 635,394 shares of the company’s stock worth $71,291,000 after purchasing an additional 223,409 shares during the period. Hedge funds and other institutional investors own 99.67% of the company’s stock.

TransMedics Group News Roundup

Here are the key news stories impacting TransMedics Group this week:

• Positive Sentiment: Q4 results beat consensus — TransMedics reported strong fourth‑quarter results, with revenue of $160.8M (up ~32% YoY) and earnings that topped analyst estimates, driving the positive market reaction. PR Newswire: TransMedics Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management issued solid FY‑2026 revenue guidance — The company guided revenue roughly to a $727M–$757M range, slightly above consensus (~$723M), signaling continued growth visibility and supporting the rally. Investing.com: TransMedics surges on earnings beat, solid guidance
• Neutral Sentiment: Analyst write‑ups confirm the beat and dig into metrics — Coverage from outlets such as Zacks highlights where key metrics outperformed estimates (top‑ and bottom‑line comparisons and metric trends), useful for investors modeling growth and margin trajectory. Zacks: TransMedics Q4 Earnings — Key Metrics vs Estimates
• Neutral Sentiment: Company provided investor materials and call — The press release, slide deck and conference call are available for details on product performance, international uptake, and margin drivers; check these to assess sustainability of the beat. MarketBeat: TransMedics Q4 results & investor materials
• Negative Sentiment: Valuation and volatility risks remain — TMDX carries a high P/E (~56) and elevated beta (~2.06); while the beat/guidance reduce near‑term execution risk, investors should weigh valuation and the potential for post‑earnings volatility as the market re‑prices growth expectations.

About TransMedics Group

TransMedics Group, Inc is a medical device company headquartered in Andover, Massachusetts, that specializes in advanced organ preservation and transport systems for transplantation. The company’s flagship technology, the Organ Care System (OCS), maintains donor organs in a near-physiologic, warm, beating state during transportation, with the aim of extending preservation times and improving post‐transplant outcomes. TransMedics’ solutions address a critical need in transplantation by reducing ischemic injury and expanding the donor organ pool.

TransMedics currently markets two commercially available OCS platforms.