William Blair Analysts Raise Earnings Estimates for TMDX

TransMedics Group, Inc. (NASDAQ:TMDX) – Equities researchers at William Blair boosted their Q3 2025 EPS estimates for shares of TransMedics Group in a research note issued to investors on Tuesday, December 10th. William Blair analyst R. Daniels now forecasts that the company will post earnings of $0.43 per share for the quarter, up from their prior forecast of $0.42. 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 Q4 2025 earnings at $0.49 EPS.

TMDX has been the subject of several other research reports. Oppenheimer restated an “outperform” rating and set a $125.00 price objective on shares of TransMedics Group in a report on Tuesday, December 3rd. Robert W. Baird decreased their price target on shares of TransMedics Group from $150.00 to $120.00 and set an “outperform” rating for the company in a research note on Wednesday. Piper Sandler dropped their price objective on shares of TransMedics Group from $110.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday. TD Cowen reduced their price objective on shares of TransMedics Group from $175.00 to $120.00 and set a “buy” rating for the company in a report on Monday, November 18th. Finally, JPMorgan Chase & Co. lowered their target price on shares of TransMedics Group from $173.00 to $116.00 and set an “overweight” rating on the stock in a report on Tuesday, October 29th. Two analysts have rated the stock with a hold rating, eight have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $126.80.

TransMedics Group Stock Performance

Shares of TransMedics Group stock opened at $64.26 on Friday. The business has a 50-day simple moving average of $97.26 and a 200 day simple moving average of $131.98. The firm has a market capitalization of $2.16 billion, a price-to-earnings ratio of 68.36 and a beta of 2.06. The company has a debt-to-equity ratio of 2.42, a current ratio of 8.20 and a quick ratio of 7.33. TransMedics Group has a one year low of $63.42 and a one year high of $177.37.

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

Insider Buying and Selling at TransMedics Group

In other TransMedics Group news, CEO Waleed H. Hassanein sold 8,625 shares of the company’s stock in a transaction on Monday, September 16th. The stock was sold at an average price of $153.42, for a total value of $1,323,247.50. Following the completion of the transaction, the chief executive officer now owns 61,643 shares in the company, valued at $9,457,269.06. This represents a 12.27 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Edward M. Basile sold 6,750 shares of TransMedics Group stock in a transaction on Tuesday, November 5th. The stock was sold at an average price of $83.55, for a total value of $563,962.50. Following the sale, the director now owns 732 shares in the company, valued at $61,158.60. The trade was a 90.22 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 28,042 shares of company stock worth $3,563,985. Insiders own 7.00% of the company’s stock.

Institutional Trading of TransMedics Group

Several hedge funds have recently added to or reduced their stakes in TMDX. International Assets Investment Management LLC bought a new stake in shares of TransMedics Group in the 2nd quarter worth approximately $47,000. USA Financial Formulas purchased a new stake in TransMedics Group in the third quarter worth $55,000. Quarry LP raised its stake in shares of TransMedics Group by 557.1% in the third quarter. Quarry LP now owns 368 shares of the company’s stock valued at $58,000 after buying an additional 312 shares during the period. National Bank of Canada FI lifted its position in shares of TransMedics Group by 174.7% during the 3rd quarter. National Bank of Canada FI now owns 412 shares of the company’s stock valued at $65,000 after buying an additional 262 shares during the last quarter. Finally, Signaturefd LLC grew its stake in shares of TransMedics Group by 26.6% during the 2nd quarter. Signaturefd LLC now owns 443 shares of the company’s stock worth $67,000 after acquiring an additional 93 shares during the period. Institutional investors own 99.67% 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.