TransmedicsTMDX
About: TransMedics Group Inc is a commercial-stage medical technology company transforming organ transplant therapy for end-stage organ failure patients across multiple disease states. It has developed the Organ Care System(OCS) to comprehensively address the limitations of cold storage. The OCS is a portable organ perfusion, optimization and monitoring system that utilizes technology to replicate near-physiologic conditions for donor organs outside of the human body. The Company has developed and is commercializing a proprietary system to preserve and deliver human organs for transplant in a near-physiologic condition to address the limitations of cold storage organ preservation.
Employees: 728
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
400% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 5 (+4) [Q2]
219% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 32
87% more capital invested
Capital invested by funds: $2.63B [Q1] → $4.92B (+$2.29B) [Q2]
50% more call options, than puts
Call options by funds: $133M | Put options by funds: $88.3M
22% more funds holding
Funds holding: 297 [Q1] → 362 (+65) [Q2]
7% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 110
7.34% less ownership
Funds ownership: 115.89% [Q1] → 108.55% (-7.34%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Morgan Stanley Patrick Wood | 7%upside $123 | Equal-Weight Maintained | 1 Aug 2025 |
Canaccord Genuity William Plovanic | 24%upside $142 | Buy Maintained | 15 Jul 2025 |
Oppenheimer Suraj Kalia | 31%upside $150 | Outperform Maintained | 17 Jun 2025 |
Piper Sandler Matt O'Brien | 26%upside $145 | Overweight Reiterated | 4 Jun 2025 |
Financial journalist opinion
Based on 23 articles about TMDX published over the past 30 days
