Transmedics
TMDX
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 (+$2.3B) [Q2]
55% more call options, than puts
Call options by funds: $190M | Put options by funds: $123M
22% more funds holding
Funds holding: 297 [Q1] → 363 (+66) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 112
7.22% less ownership
Funds ownership: 115.89% [Q1] → 108.67% (-7.22%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Evercore ISI Group
Daniel Markowitz
|
$155
|
Outperform
Initiated
|
16 Sep 2025 |
|
Stifel
Thomas Stephan
|
$115
|
Hold
Initiated
|
4 Sep 2025 |
|
Morgan Stanley
Patrick Wood
|
$123
|
Equal-Weight
Maintained
|
1 Aug 2025 |
|
Canaccord Genuity
William Plovanic
|
$142
|
Buy
Maintained
|
15 Jul 2025 |
Financial journalist opinion
Based on 10 articles about TMDX published over the past 30 days
