William Blair Issues Negative Forecast for TMDX Earnings

TransMedics Group, Inc. (NASDAQ:TMDX) – Investment analysts at William Blair dropped their Q1 2025 earnings estimates for shares of TransMedics Group in a report released on Monday, December 2nd. William Blair analyst R. Daniels now expects that the company will earn $0.34 per share for the quarter, down from their prior forecast of $0.35. The consensus estimate for TransMedics Group’s current full-year earnings is $1.00 per share. William Blair also issued estimates for TransMedics Group’s Q2 2025 earnings at $0.43 EPS.

TransMedics Group (NASDAQ:TMDX) last posted its earnings results on Monday, October 28th. The company reported $0.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.29 by ($0.17). TransMedics Group had a net margin of 8.14% and a return on equity of 18.74%. The firm had revenue of $108.76 million during the quarter, compared to analyst estimates of $115.00 million. During the same quarter in the previous year, the business posted ($0.12) earnings per share. The business’s quarterly revenue was up 63.7% compared to the same quarter last year.

Several other analysts have also weighed in on TMDX. Oppenheimer reiterated an “outperform” rating and set a $125.00 target price on shares of TransMedics Group in a research report on Tuesday. Canaccord Genuity Group cut their price target on shares of TransMedics Group from $109.00 to $104.00 and set a “buy” rating for the company in a report on Wednesday, November 20th. Needham & Company LLC reissued a “hold” rating on shares of TransMedics Group in a report on Tuesday. Piper Sandler dropped their target price on shares of TransMedics Group from $180.00 to $110.00 and set an “overweight” rating for the company in a research note on Wednesday, November 20th. Finally, Robert W. Baird dropped their target price on shares of TransMedics Group from $200.00 to $150.00 and set an “outperform” rating for the company in a research note on Tuesday, October 29th. Two investment analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $131.80.

TransMedics Group Stock Performance

NASDAQ TMDX opened at $66.25 on Thursday. The company has a debt-to-equity ratio of 2.42, a current ratio of 8.20 and a quick ratio of 7.33. The firm has a market capitalization of $2.22 billion, a price-to-earnings ratio of 70.48 and a beta of 2.06. The company’s fifty day moving average is $105.43 and its two-hundred day moving average is $134.42. TransMedics Group has a 52-week low of $66.10 and a 52-week high of $177.37.

Institutional Trading of TransMedics Group

Several hedge funds have recently bought and sold shares of the business. State of Alaska Department of Revenue bought a new stake in TransMedics Group in the 3rd quarter valued at about $2,560,000. Charles Schwab Investment Management Inc. increased its position in shares of TransMedics Group by 2.5% during the third quarter. Charles Schwab Investment Management Inc. now owns 271,694 shares of the company’s stock valued at $42,656,000 after buying an additional 6,634 shares during the period. Vaughan Nelson Investment Management L.P. grew its holdings in shares of TransMedics Group by 24.3% during the third quarter. Vaughan Nelson Investment Management L.P. now owns 329,010 shares of the company’s stock worth $51,654,000 after purchasing an additional 64,360 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. grew its holdings in shares of TransMedics Group by 665.1% during the third quarter. Connor Clark & Lunn Investment Management Ltd. now owns 74,625 shares of the company’s stock worth $11,716,000 after purchasing an additional 64,872 shares in the last quarter. Finally, Thrivent Financial for Lutherans purchased a new position in shares of TransMedics Group during the third quarter worth about $4,113,000. Institutional investors and hedge funds own 99.67% of the company’s stock.

Insider Activity at TransMedics Group

In other news, insider Tamer I. Khayal sold 1,084 shares of the firm’s stock in a transaction that occurred on Monday, December 2nd. The shares were sold at an average price of $86.40, for a total value of $93,657.60. Following the sale, the insider now directly owns 20,843 shares in the company, valued at approximately $1,800,835.20. This trade represents a 4.94 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Waleed H. Hassanein sold 8,625 shares of the firm’s stock in a transaction that occurred on Monday, September 16th. The shares were sold at an average price of $153.42, for a total transaction of $1,323,247.50. Following the completion of the sale, the chief executive officer now owns 61,643 shares in the company, valued at approximately $9,457,269.06. The trade was a 12.27 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 28,042 shares of company stock worth $3,563,985. Corporate insiders own 7.00% of the company’s stock.

TransMedics Group Company Profile

TransMedics Group, Inc, a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally. The company offers Organ Care System (OCS), a portable organ perfusion, optimization, and monitoring system that utilizes its proprietary and customized technology to replicate near-physiologic conditions for donor organs outside of the human body.