Piper Sandler Issues Positive Forecast for TransMedics Group (NASDAQ:TMDX) Stock Price

TransMedics Group (NASDAQ:TMDX) had its price target boosted by research analysts at Piper Sandler from $140.00 to $160.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Piper Sandler’s price target would suggest a potential upside of 20.45% from the company’s current price.

Several other equities analysts also recently weighed in on the stock. Wall Street Zen upgraded shares of TransMedics Group from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Needham & Company LLC lifted their price objective on TransMedics Group from $166.00 to $174.00 and gave the stock a “buy” rating in a research report on Wednesday. Morgan Stanley increased their target price on TransMedics Group from $123.00 to $135.00 and gave the company an “equal weight” rating in a report on Tuesday, December 2nd. Finally, Canaccord Genuity Group boosted their price target on TransMedics Group from $147.00 to $148.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Six investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, TransMedics Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $147.75.

TransMedics Group Price Performance

TMDX stock traded down $4.94 during trading on Wednesday, reaching $132.84. 736,384 shares of the company were exchanged, compared to its average volume of 727,933. The company has a debt-to-equity ratio of 1.43, a quick ratio of 7.13 and a current ratio of 7.69. The stock’s 50 day moving average price is $132.98 and its 200 day moving average price is $126.22. TransMedics Group has a 52-week low of $62.07 and a 52-week high of $156.00. The company has a market cap of $4.54 billion, a P/E ratio of 53.83 and a beta of 2.06.

Insider Activity at TransMedics Group

In other TransMedics Group news, 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 completion of the transaction, the director directly owned 12,134 shares in the company, valued at approximately $1,682,257.76. The trade was a 29.18% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Gerardo Hernandez sold 920 shares of the firm’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $139.62, for a total value of $128,450.40. Following the sale, the chief financial officer owned 15,064 shares in the company, valued at $2,103,235.68. This trade represents a 5.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 7.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On TransMedics Group

Large investors have recently bought and sold shares of the stock. Whittier Trust Co. of Nevada Inc. increased its holdings in shares of TransMedics Group by 981.0% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 227 shares of the company’s stock worth $26,000 after buying an additional 206 shares during the last quarter. Salomon & Ludwin LLC acquired a new stake in TransMedics Group during the third quarter worth about $28,000. Harvest Fund Management Co. Ltd acquired a new stake in TransMedics Group during the third quarter worth about $29,000. Optiver Holding B.V. lifted its stake in shares of TransMedics Group by 248.1% in the 3rd quarter. Optiver Holding B.V. now owns 268 shares of the company’s stock valued at $30,000 after purchasing an additional 191 shares in the last quarter. Finally, Allworth Financial LP lifted its stake in shares of TransMedics Group by 74.3% in the 3rd quarter. Allworth Financial LP now owns 265 shares of the company’s stock valued at $30,000 after purchasing an additional 113 shares in the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Key Headlines Impacting TransMedics Group

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

• Positive Sentiment: Reported strong Q4 results — management posted revenue of $160.8M (≈+32% YoY) and beat consensus; the company also reported strong profitability metrics that surprised the street. PR: Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Raised FY‑2026 revenue guidance — company guided to roughly $727M–$757M for fiscal 2026, above consensus (~$722.8M), supporting the growth narrative. PR: Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Management set a 20–25% revenue growth target for 2026 and highlighted progress on OCS programs and European expansion — a clear roadmap for sustained top‑line growth. TransMedics outlines 20–25% 2026 revenue growth target
• Positive Sentiment: Analyst uplift — Needham raised its price target from $166 to $174 and kept a Buy rating, signaling incremental analyst confidence and adding upside to the stock’s narrative. Benzinga: Needham raises price target
• Positive Sentiment: Market reaction and coverage reflect the beat/guidance — multiple outlets note the stock “surged” after the results and guidance. This media momentum can help sustain intraday buying. Investing.com: Surges on earnings beat
• Neutral Sentiment: Earnings call materials and transcript are available for detail — investors can review the Q4 call transcript and slide deck for guidance color, unit trends, margin drivers, and one‑time items. Seeking Alpha: Q4 2025 Earnings Call Transcript Slide Deck
• Neutral Sentiment: Analyst/press analyses examine metric details and compare results to estimates — useful for assessing sustainability (some outlets report differing EPS metrics; check GAAP vs. adjusted). Zacks: Beats Q4 Estimates Zacks: Key Metrics vs Estimates
• Neutral Sentiment: Local business press published earnings snapshots summarizing results — useful for quick reads but not new data. Laredo Morning Times: Q4 Snapshot

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.