TransMedics Group, Inc. (NASDAQ:TMDX) Given Average Rating of "Moderate Buy" by Brokerages

Key Points

• Twelve brokerages give an average recommendation of Moderate Buy (six buys, six holds) with a 12‑month consensus target of about $135, even as several firms trimmed targets and some downgraded ratings.
• Q1 results showed a material EPS miss—$0.30 vs. $0.62 expected—and revenue of $173.9M (roughly in line with expectations) with revenue up 21.2% YoY but contracting margins, prompting the stock selloff and analyst skepticism.
• Company insiders sold a total of 16,205 shares (~$2.35M) over the last quarter (including a large sale by Director David Weill), while institutional investors hold roughly 99.67% of the stock and insiders own about 6.90%.

TransMedics Group, Inc. (NASDAQ:TMDX - Get Free Report) has received an average recommendation of "Moderate Buy" from the twelve brokerages that are currently covering the company, Marketbeat reports. Six investment analysts have rated the stock with a hold recommendation and six have issued a buy recommendation on the company. The average 12-month target price among brokerages that have issued a report on the stock in the last year is $135.00.

A number of research analysts recently weighed in on the company. Oppenheimer cut TransMedics Group from an "outperform" rating to a "market perform" rating in a report on Wednesday. Wall Street Zen downgraded TransMedics Group from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. Piper Sandler reduced their price objective on TransMedics Group from $160.00 to $120.00 and set an "overweight" rating on the stock in a research note on Wednesday. TD Cowen decreased their target price on TransMedics Group from $190.00 to $120.00 and set a "buy" rating for the company in a report on Wednesday. Finally, Needham & Company LLC dropped their target price on shares of TransMedics Group from $174.00 to $142.00 and set a "buy" rating for the company in a research report on Wednesday.

Insider Activity at TransMedics Group

In other news, Director David Weill sold 3,571 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $146.82, for a total value of $524,294.22. Following the completion of the sale, the director owned 12,134 shares of the company's stock, valued at $1,781,513.88. This represents a 22.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Anil P. Ranganath sold 864 shares of the firm's stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $139.12, for a total transaction of $120,199.68. Following the completion of the transaction, the insider directly owned 13,091 shares in the company, valued at approximately $1,821,219.92. This represents a 6.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 16,205 shares of company stock valued at $2,353,002 over the last quarter. Company insiders own 6.90% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of TMDX. D.A. Davidson & CO. boosted its stake in shares of TransMedics Group by 0.5% in the fourth quarter. D.A. Davidson & CO. now owns 15,334 shares of the company's stock valued at $1,865,000 after purchasing an additional 83 shares during the period. Parallel Advisors LLC increased its stake in TransMedics Group by 42.1% during the 4th quarter. Parallel Advisors LLC now owns 280 shares of the company's stock worth $34,000 after buying an additional 83 shares during the period. HighPoint Advisor Group LLC lifted its holdings in TransMedics Group by 3.1% in the 4th quarter. HighPoint Advisor Group LLC now owns 2,955 shares of the company's stock worth $359,000 after buying an additional 88 shares in the last quarter. Crossmark Global Holdings Inc. lifted its holdings in TransMedics Group by 4.0% in the 4th quarter. Crossmark Global Holdings Inc. now owns 2,275 shares of the company's stock worth $277,000 after buying an additional 88 shares in the last quarter. Finally, Canada Pension Plan Investment Board boosted its position in TransMedics Group by 2.9% in the 2nd quarter. Canada Pension Plan Investment Board now owns 3,600 shares of the company's stock valued at $482,000 after buying an additional 100 shares during the last quarter. Institutional investors and hedge funds own 99.67% of the company's stock.

TransMedics Group Stock Performance

Shares of TMDX stock opened at $72.90 on Friday. The company has a debt-to-equity ratio of 1.70, a quick ratio of 6.59 and a current ratio of 6.74. The firm has a market capitalization of $2.52 billion, a price-to-earnings ratio of 16.57 and a beta of 2.07. TransMedics Group has a one year low of $70.00 and a one year high of $156.00. The company has a 50 day moving average price of $114.04 and a 200 day moving average price of $125.34.

TransMedics Group (NASDAQ:TMDX - Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.62 by ($0.32). The company had revenue of $173.93 million for the quarter, compared to analysts' expectations of $174.44 million. TransMedics Group had a net margin of 27.04% and a return on equity of 22.38%. The firm's quarterly revenue was up 21.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.70 earnings per share. Sell-side analysts anticipate that TransMedics Group will post 2.48 EPS for the current year.

Key TransMedics Group News

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

• Positive Sentiment: Several brokers kept bullish ratings despite cutting targets, signaling continued upside if execution improves — Piper Sandler set a new $120 price target (overweight). Article Title
• Positive Sentiment: TD Cowen trimmed its target to $120 but maintained a buy stance, implying significant upside from current levels if growth rebounds. Article Title
• Positive Sentiment: Canaccord lowered its target to $124 and kept a buy rating, showing some brokers view the pullback as a buying opportunity. Article Title
• Positive Sentiment: Needham cut its target to $142 but retained a buy rating, highlighting that some analysts still model strong longer‑term growth for TransMedics. Article Title
• Neutral Sentiment: Full Q1 earnings call transcript is available for investors digging into management commentary on OCS demand, margins and international expansion. Article Title
• Neutral Sentiment: Industry coverage notes growth remains concentrated in OCS demand though execution and margin recovery are key monitorables. Article Title
• Negative Sentiment: Q1 results: revenue grew ~21% but EPS missed materially and margins contracted — the immediate driver of the selloff. Article Title
• Negative Sentiment: Analyst tone weakened: Stifel cut its target sharply to $85 and moved to hold, and Oppenheimer downgraded TMDX to Market Perform — signaling rising skepticism on near‑term execution. Article Title Article Title
• Negative Sentiment: Critical analysis argues the stock still prices near‑perfect execution and that growth levers (CHOPS, OPO conversion, international) are uncertain — a view that supports further downside until evidence of durable margin recovery appears. Article Title

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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