Stifel Nicolaus Cuts TransMedics Group (NASDAQ:TMDX) Price Target to $85.00

Key Points

• Stifel Nicolaus cut its price target on TransMedics from $130 to $85 and kept a "hold" rating, while overall analyst coverage is mixed with a MarketBeat consensus of "Moderate Buy" and an average price target of $139.33.
• Q1 earnings missed: TransMedics reported $0.30 EPS vs. ~$0.62 expected and $173.93M revenue vs. ~$174.48M, and the stock fell to $72.19 on heavy volume, trading near its 12‑month low.
• Company insiders have been selling (16,205 shares in the last 90 days) even as institutional ownership is extremely high (~99.7%), with major holders including Vanguard, UBS and Goldman Sachs.

TransMedics Group (NASDAQ:TMDX - Get Free Report) had its price target decreased by research analysts at Stifel Nicolaus from $130.00 to $85.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a "hold" rating on the stock. Stifel Nicolaus' price target would indicate a potential upside of 17.74% from the company's previous close.

Other equities analysts have also issued reports about the company. JPMorgan Chase & Co. increased their price target on TransMedics Group from $114.00 to $149.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. TD Cowen restated a "buy" rating on shares of TransMedics Group in a research report on Monday, March 16th. Needham & Company LLC decreased their price objective on TransMedics Group from $174.00 to $142.00 and set a "buy" rating on the stock in a research report on Wednesday. Wall Street Zen downgraded TransMedics Group from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. Finally, Oppenheimer downgraded TransMedics Group from an "outperform" rating to a "market perform" rating in a research report on Wednesday. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, TransMedics Group currently has a consensus rating of "Moderate Buy" and an average price target of $139.33.

TransMedics Group Price Performance

TransMedics Group stock traded down $22.74 during midday trading on Wednesday, reaching $72.19. 4,905,946 shares of the stock traded hands, compared to its average volume of 941,961. The stock's fifty day moving average is $116.57 and its 200-day moving average is $125.96. TransMedics Group has a 12 month low of $71.67 and a 12 month high of $156.00. The stock has a market cap of $2.49 billion, a P/E ratio of 14.75 and a beta of 2.07. The company has a quick ratio of 6.59, a current ratio of 7.14 and a debt-to-equity ratio of 1.06.

TransMedics Group (NASDAQ:TMDX - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.30 EPS for the quarter, missing analysts' consensus estimates of $0.62 by ($0.32). TransMedics Group had a net margin of 31.43% and a return on equity of 30.17%. The firm had revenue of $173.93 million for the quarter, compared to the consensus estimate of $174.48 million. During the same period in the previous year, the company posted $0.70 earnings per share. TransMedics Group's quarterly revenue was up 21.2% on a year-over-year basis. As a group, equities research analysts anticipate that TransMedics Group will post 2.48 EPS for the current year.

Insider Transactions at TransMedics Group

In other news, Director David Weill sold 3,571 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $146.82, for a total value of $524,294.22. Following the sale, the director directly owned 12,134 shares in the company, valued at approximately $1,781,513.88. This represents a 22.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Stephanie Lovell sold 1,193 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $149.62, for a total value of $178,496.66. Following the completion of the sale, the director owned 2,866 shares in the company, valued at approximately $428,810.92. The trade was a 29.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 16,205 shares of company stock valued at $2,353,002. Company insiders own 6.90% of the company's stock.

Institutional Investors Weigh In On TransMedics Group

Several hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. raised its holdings in shares of TransMedics Group by 0.3% in the third quarter. Vanguard Group Inc. now owns 3,605,607 shares of the company's stock worth $404,549,000 after buying an additional 9,650 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in TransMedics Group by 11.9% in 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 worth $119,997,000 after purchasing an additional 113,817 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in TransMedics Group by 50.1% in the fourth quarter. Goldman Sachs Group Inc. now owns 965,931 shares of the company's stock worth $117,506,000 after purchasing an additional 322,353 shares in the last quarter. Geode Capital Management LLC grew its stake in TransMedics Group by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 816,474 shares of the company's stock worth $99,339,000 after purchasing an additional 2,903 shares in the last quarter. Finally, Two Sigma Investments LP grew its stake in TransMedics Group by 54.2% in the third 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 in the last quarter. 99.67% of the stock is currently owned by hedge funds and other institutional investors.

TransMedics Group News Summary

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

• Positive Sentiment: Piper Sandler lowered its price target to $120 but kept an "overweight" rating — the firm still implies substantial upside vs. the current share price. Article Title
• Positive Sentiment: Needham trimmed its price target to $142 but maintained a "buy" rating, signaling continued analyst conviction despite the cut. Article Title
• Neutral Sentiment: TransMedics published its Q1 2026 press release with results, slides and the company’s updated FY2026 revenue guidance range ($727M–$757M). Investors are parsing the midpoint vs. consensus. Press Release
• Neutral Sentiment: Full Q1 earnings call transcript is available for review — useful for checking management commentary on transplant procedure trends, consumables adoption and margin drivers. Earnings Transcript
• Negative Sentiment: Q1 EPS missed estimates: $0.30 vs. consensus ~$0.62, and revenue marginally missed estimates (~$173.9M vs. ~$174.5M) — the upside in year-over-year revenue growth was not enough to offset the profit shortfall. Earnings Report
• Negative Sentiment: Zacks and other outlets highlighted the earnings and revenue misses and the EPS decline year-over-year, which pressured sentiment. Zacks Coverage
• Negative Sentiment: Oppenheimer downgraded TMDX from "outperform" to "market perform," reducing near-term buy-side enthusiasm and adding selling pressure. Downgrade Note

TransMedics Group Company Profile

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.

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