
TMDX Stock Forecast & Price Target
TMDX Analyst Ratings
Bulls say
TransMedics Group Inc. demonstrated strong financial performance with an impressive operating margin expansion of 910 basis points year-over-year in 2024, followed by an additional 950 basis points increase in the first half of 2025. The company capitalized on a growing transplant market, as evidenced by a 7.3% increase in liver, heart, and lung transplants in the U.S. from 2023 to 2024, which correlates with a significant uptick in logistics revenue due to increased aviation activity and overall market share growth. Furthermore, expectations of meaningful earnings per share upside are supported by anticipated new product launches and favorable trends in international growth and organ transplant adoption rates.
Bears say
TransMedics Group Inc faces significant challenges that may adversely impact its financial outlook, including the disappointing adoption rates of its Organ Care System (OCS) for lung transplants and increasing competition, which could lead to market share loss and pricing pressures. Additionally, a reported 13% decline in aviation flight volumes and hours could translate into a substantial revenue decrease of approximately $25.9 million, compounded by the risks associated with the firm's ability to effectively scale its salesforce and penetrate new medical centers. Lastly, the company's current valuation, trading at an NTM EV/sales of 6.4x—40% below its five-year average of 10.7x—further indicates investor skepticism regarding its future growth prospects amidst these operational and market challenges.
This aggregate rating is based on analysts' research of Transmedics Group Inc and is not a guaranteed prediction by Public.com or investment advice.
TMDX Analyst Forecast & Price Prediction
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