Equities Analysts Set Expectations for TMDX Q1 Earnings

TransMedics Group, Inc. (NASDAQ:TMDX) – William Blair lowered their Q1 2025 earnings per share estimates for TransMedics Group in a research report issued on Tuesday, December 10th. William Blair analyst R. Daniels now expects that the company will post earnings per share of $0.30 for the quarter, down from their prior estimate of $0.34. The consensus estimate for TransMedics Group’s current full-year earnings is $1.00 per share. William Blair also issued estimates for TransMedics Group’s Q2 2025 earnings at $0.36 EPS, FY2025 earnings at $1.58 EPS, Q1 2026 earnings at $0.50 EPS, Q2 2026 earnings at $0.60 EPS, Q3 2026 earnings at $0.56 EPS and FY2026 earnings at $2.34 EPS.

A number of other brokerages have also weighed in on TMDX. Needham & Company LLC reaffirmed a “hold” rating on shares of TransMedics Group in a research note on Wednesday. JPMorgan Chase & Co. cut their target price on TransMedics Group from $173.00 to $116.00 and set an “overweight” rating for the company in a research report on Tuesday, October 29th. Piper Sandler decreased their price target on TransMedics Group from $110.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday. TD Cowen dropped their price objective on TransMedics Group from $175.00 to $120.00 and set a “buy” rating on the stock in a research note on Monday, November 18th. Finally, Canaccord Genuity Group cut their price objective on TransMedics Group from $109.00 to $104.00 and set a “buy” rating for the company in a report on Wednesday, November 20th. Two analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $126.80.

TransMedics Group Stock Performance

TMDX stock opened at $64.26 on Thursday. The company has a market capitalization of $2.16 billion, a P/E ratio of 68.36 and a beta of 2.06. The company has a quick ratio of 7.33, a current ratio of 8.20 and a debt-to-equity ratio of 2.42. The company has a 50-day simple moving average of $97.26 and a 200 day simple moving average of $131.98. TransMedics Group has a fifty-two week low of $63.42 and a fifty-two week high of $177.37.

TransMedics Group (NASDAQ:TMDX) last released its quarterly earnings results on Monday, October 28th. The company reported $0.12 earnings per share for the quarter, missing analysts’ consensus estimates of $0.29 by ($0.17). TransMedics Group had a net margin of 8.14% and a return on equity of 18.74%. The business had revenue of $108.76 million for the quarter, compared to the consensus estimate of $115.00 million. During the same period last year, the firm posted ($0.12) EPS. The business’s quarterly revenue was up 63.7% on a year-over-year basis.

Insider Activity at TransMedics Group

In other news, Director Edward M. Basile sold 6,750 shares of TransMedics Group stock in a transaction that occurred on Tuesday, November 5th. The shares were sold at an average price of $83.55, for a total value of $563,962.50. Following the completion of the transaction, the director now owns 732 shares in the company, valued at approximately $61,158.60. The trade was a 90.22 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Tamer I. Khayal sold 1,084 shares of the business’s stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $86.40, for a total value of $93,657.60. Following the completion of the transaction, the insider now directly owns 20,843 shares in the company, valued at $1,800,835.20. The trade was a 4.94 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 28,042 shares of company stock valued at $3,563,985 over the last quarter. 7.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On TransMedics Group

Hedge funds have recently added to or reduced their stakes in the stock. Driehaus Capital Management LLC lifted its holdings in TransMedics Group by 15.8% in the second quarter. Driehaus Capital Management LLC now owns 1,486,073 shares of the company’s stock valued at $223,832,000 after buying an additional 202,867 shares during the period. Geode Capital Management LLC raised its position in shares of TransMedics Group by 1.3% during the 3rd quarter. Geode Capital Management LLC now owns 763,790 shares of the company’s stock valued at $119,938,000 after acquiring an additional 10,106 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its stake in shares of TransMedics Group by 5.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 599,116 shares of the company’s stock valued at $94,061,000 after purchasing an additional 30,092 shares during the period. Vaughan Nelson Investment Management L.P. boosted its position in shares of TransMedics Group by 24.3% in the 3rd quarter. Vaughan Nelson Investment Management L.P. now owns 329,010 shares of the company’s stock worth $51,654,000 after purchasing an additional 64,360 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of TransMedics Group by 2.5% during the third quarter. Charles Schwab Investment Management Inc. now owns 271,694 shares of the company’s stock worth $42,656,000 after purchasing an additional 6,634 shares during the period. Institutional investors own 99.67% of the company’s stock.

TransMedics Group Company Profile

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. The company offers Organ Care System (OCS), a portable organ perfusion, optimization, and monitoring system that utilizes its proprietary and customized technology to replicate near-physiologic conditions for donor organs outside of the human body.