TransMedics Group, Inc. (NASDAQ:TMDX) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of TransMedics Group, Inc. (NASDAQ:TMDX) have earned an average rating of “Moderate Buy” from the eleven analysts that are currently covering the company, MarketBeat.com reports. Five investment analysts have rated the stock with a hold recommendation and six have assigned a buy recommendation to the company. The average 1-year target price among brokers that have covered the stock in the last year is $150.6667.

Several research firms have commented on TMDX. Piper Sandler boosted their target price on TransMedics Group from $140.00 to $160.00 and gave the company an “overweight” rating in a research note on Wednesday. Morgan Stanley boosted their price objective on shares of TransMedics Group from $123.00 to $135.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. Needham & Company LLC raised their target price on shares of TransMedics Group from $166.00 to $174.00 and gave the company a “buy” rating in a research report on Wednesday. Canaccord Genuity Group lifted their price target on shares of TransMedics Group from $147.00 to $148.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Finally, Wall Street Zen upgraded shares of TransMedics Group from a “hold” rating to a “buy” rating in a research note on Saturday, February 14th.

Insider Activity at TransMedics Group

In other news, CFO Gerardo Hernandez sold 920 shares of the company’s stock in a transaction that occurred 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 sale, the chief financial officer owned 15,064 shares in the company, valued at $2,103,235.68. This represents a 5.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. 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 transaction of $693,200.00. Following the transaction, the director owned 12,134 shares in the company, valued at approximately $1,682,257.76. The trade was a 29.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 7.00% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Royal Bank of Canada raised its holdings in shares of TransMedics Group by 47.9% in the 1st quarter. Royal Bank of Canada now owns 26,582 shares of the company’s stock valued at $1,788,000 after purchasing an additional 8,604 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in TransMedics Group by 4.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,525 shares of the company’s stock valued at $1,314,000 after buying an additional 868 shares during the period. Goldman Sachs Group Inc. raised its stake in TransMedics Group by 20.6% in the first quarter. Goldman Sachs Group Inc. now owns 507,510 shares of the company’s stock valued at $34,145,000 after buying an additional 86,721 shares during the period. Vanguard Personalized Indexing Management LLC acquired a new stake in shares of TransMedics Group in the second quarter valued at approximately $286,000. Finally, First Citizens Bank & Trust Co. bought a new position in shares of TransMedics Group during the 2nd quarter worth approximately $499,000. 99.67% of the stock is currently owned by institutional investors and hedge funds.

TransMedics Group Stock Performance

Shares of TransMedics Group stock opened at $134.57 on Friday. The company has a debt-to-equity ratio of 1.06, a current ratio of 7.14 and a quick ratio of 7.13. The firm has a market cap of $4.62 billion, a price-to-earnings ratio of 27.46 and a beta of 2.06. The stock’s 50-day moving average is $133.45 and its 200-day moving average is $126.31. TransMedics Group has a one year low of $62.07 and a one year high of $156.00.

TransMedics Group News Roundup

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

• Positive Sentiment: Q4 results beat expectations — Q4 EPS of $0.57 and ~32% revenue growth topped estimates; management raised 2026 revenue guidance to roughly 20–25%, supporting near‑term top‑line momentum. TMDX Stock Rises as Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Analysts raised targets and ratings — Several firms bumped price targets (Oppenheimer to $175/outperform; Needham to $174/buy; Piper Sandler to $160/overweight; JPMorgan to $149/neutral), signaling institutional confidence in the company’s growth trajectory and helping push the stock higher. TransMedics Group (NASDAQ:TMDX) Given New $175.00 Price Target at Oppenheimer TransMedics Group (NASDAQ:TMDX) Given New $174.00 Price Target at Needham & Company LLC TransMedics Group (NASDAQ:TMDX) Given New $160.00 Price Target at Piper Sandler TransMedics Group (NASDAQ:TMDX) Given New $149.00 Price Target at JPMorgan Chase & Co.
• Positive Sentiment: Visibility on growth initiatives — Management highlighted advancing OCS (organ care system) programs and European expansion as drivers of the 20–25% 2026 revenue target, giving investors a clearer multi‑year growth story. TransMedics outlines 20–25% 2026 revenue growth target while advancing OCS programs and European expansion
• Neutral Sentiment: Earnings materials and call available — The company released its Q4 presentation and the full earnings‑call transcript, useful for parsing unit trends, margins, and cadence of commercialization. TransMedics Group, Inc. 2025 Q4 – Results – Earnings Call Presentation TransMedics Group, Inc. (TMDX) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor commentary and outlook pieces are circulating — Market write‑ups are debating whether the strong one‑year +79% move leaves room for more upside or signals late‑cycle profit taking. Is It Too Late To Consider TransMedics Group (TMDX) After Its 79% One-Year Surge?
• Negative Sentiment: Valuation and momentum risk — The stock’s run and a P/E near the mid‑20s leave vulnerability to multiple contraction or profit‑taking if execution or cadence disappoints; investors should weigh growth guidance against elevated expectations.

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.