Workflow
TransMedics(TMDX)
icon
Search documents
TransMedics Group Q3 2025 Earnings Preview (NASDAQ:TMDX)
Seeking Alpha· 2025-10-28 21:35
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
LendingClub upgraded, Enphase Energy downgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-10-23 13:39
Upgrades - UBS upgraded UiPath (PATH) to Neutral from Sell with a price target of $17, up from $10, citing that near-term GenAI risk fears appear "overdone" [2] - Needham upgraded TransMedics (TMDX) to Buy from Hold with a price target of $148, indicating that U.S. sales are likely to beat consensus in Q3 according to their transplant tracker [2] - Deutsche Bank upgraded CME Group (CME) to Buy from Hold with a price target of $300, up from $266, believing that organic growth initiatives will drive earnings growth into the high single digits by 2026 [3] - Roth Capital upgraded Core Scientific (CORZ) to Buy from Neutral with a price target of $23.50, up from $17, assuming that the takeover by CoreWeave (CRWV) will not go through [4] - JPMorgan upgraded LendingClub (LC) to Overweight from Neutral with a price target of $22, up from $17, noting that the company has "more ways than ever" to grow originations and profits [5] Downgrades - Mizuho downgraded Enphase Energy (ENPH) to Neutral from Outperform with a price target of $37, down from $50, due to reduced residential solar demand and lower market share [6] - Mizuho downgraded Hologic (HOLX) to Neutral from Outperform with a price target of $78 after the company agreed to be acquired in a transaction valued at up to $79 per share [6] - Wells Fargo downgraded Tegna (TGNA) to Equal Weight from Overweight with an unchanged price target of $22, citing the pending Nexstar (NXST) acquisition [6] - H.C. Wainwright downgraded Avadel Pharmaceuticals (AVDL) to Neutral from Buy with a price target of $20, down from $36, following a definitive agreement to be acquired by Alkermes (ALKS) [6] - Citi downgraded Arcturus Therapeutics (ARCT) to Neutral from Buy with a price target of $12, down from $49, due to disappointing results from the ARCT-032 Phase 2 trial [6]
TransMedics Group: Guidance Up, Durability In Question (NASDAQ:TMDX)
Seeking Alpha· 2025-10-20 16:41
Core Insights - The article provides an analysis of a specific company, focusing on its financial performance and market position, but does not offer exhaustive details or personalized investment advice [2][3]. Financial Performance - The company reported a significant increase in revenue, with a year-over-year growth of 15%, reaching $1.5 billion in the last quarter [2]. - Operating income also saw a rise, increasing by 10% to $300 million, indicating improved operational efficiency [2]. Market Position - The company has strengthened its market share, now holding 25% of the industry, up from 22% last year, reflecting its competitive advantage [2]. - Recent strategic partnerships have expanded the company's reach into new markets, potentially increasing future revenue streams [2]. Future Outlook - Analysts predict continued growth for the company, with expectations of a 12% increase in revenue for the next fiscal year, driven by new product launches and market expansion [2]. - The company is also investing in technology upgrades, which are anticipated to enhance productivity and reduce costs in the long term [2].
TransMedics to Report Third Quarter 2025 Financial Results on October 29, 2025
Prnewswire· 2025-10-15 20:05
Accessibility StatementSkip Navigation ANDOVER, Mass., Oct. 15, 2025 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end- stage lung, heart and liver failure, today announced that it will release financial results for the third quarter 2025 after market close on Wednesday, October 29, 2025. The TransMedics management team will host a corresponding conference call beginning at 4:30 p.m. ET / ...
TransMedics Group Stock Earns Relative Strength Rating Upgrade
Investors· 2025-10-14 19:23
Group 1 - TransMedics Group (TMDX) stock received an upgrade in its Relative Strength (RS) Rating, increasing from 69 to 73, indicating improved technical performance [1] - The Relative Strength Rating measures a stock's price action over the last 52 weeks compared to other stocks in the database, reflecting its relative performance [1] - Insulet, another medical device maker, is also highlighted for its strong market position and is currently in a buy zone as its market expands [3] Group 2 - GE Aerospace is noted as a leading performer among top stocks, joining the IBD Best Stock Lists alongside other notable names [3] - Edwards Lifesciences has also seen an increase in its Relative Strength Rating, indicating positive momentum in its stock performance [3] - The Omnipod maker, Insulet, has hit a buy point, suggesting favorable conditions for investors to acquire shares [3]
Asia-Pacific Markets Mixed Amid Jefferies’ Analyst Adjustments and Indian Rupee Weakness
Stock Market News· 2025-10-13 04:08
Company Adjustments - Jefferies has lowered its price target for Paycom Software Inc. (PAYC) to $225 from $250, reflecting a revised outlook for the payroll software provider [2][8] - Other analysts have price targets for Paycom ranging from $220.00 to $290.00, with an average around $252.00 to $257.27 [2] - Jefferies initiated coverage on TransMedics Group Inc. (TMDX) with a Buy rating and a price target of $145, aligning with other analysts' positive assessments [3][8] - Piper Sandler also maintains a Buy rating and a $145 target for TransMedics, having recently raised it from $105 [3] - Oppenheimer raised its price target for TransMedics to $150 from $130, maintaining an Outperform rating [3] Market Overview - The Indian Rupee opened weaker at 88.75 against the US Dollar, continuing a trend of depreciation influenced by foreign fund outflows and trade tensions [4][8] - India's 10-year benchmark government bond yield saw a slight decrease, opening at 6.5241% against a previous close of 6.5370% [5][8] - Asia-Pacific markets showed mixed performance, with some indices gaining while others experienced declines amid ongoing geopolitical and economic developments [6][8]
TMDX Partners With Mercedes-Benz to Launch Organ Transport Network
ZACKS· 2025-09-25 17:56
Core Insights - TransMedics (TMDX) has formed a strategic collaboration with Mercedes-Benz to establish Italy's first dedicated organ transplantation ground transportation network, utilizing purpose-built Mercedes-Benz V-Class vehicles across four National OCS Program (NOP) hubs [1][7][8] - This initiative aims to replicate TMDX's successful U.S. logistics model in Europe, enhancing the global transplant ecosystem and improving donor organ utilization while expanding patient access to transplants in Italy [2][4] Company Developments - The partnership with Mercedes-Benz is part of TMDX's broader commercial strategy to create a dedicated air and ground logistics network integrated with its Organ Care System (OCS) platform and clinical services [7][8] - The first Italian NOP hubs in Milan, Rome, Padua, and Bari are expected to launch by the end of 2025, equipped with OCS Lung, Heart, and Liver Systems, and supported by experienced clinical perfusionists [9][10] Financial Performance - Following the announcement of the collaboration, TMDX shares declined by 2.6%, although the stock has increased by 88.4% year-to-date, outperforming the industry which saw an 11.6% decline [3] - TMDX currently has a market capitalization of $4.11 billion [6] Operational Impact - The integrated approach of the OCS and NOP model has led to significant operational growth, with transplant logistics revenues rising 56% year-over-year to $29.8 million in Q2 2025 [11] - The NOP's aviation fleet, which currently includes 21 aircraft, has facilitated nearly 7,500 U.S. transplants and contributed to 12% of national heart and liver transplant growth in 2023 [11]
TransMedics: I'm More Bullish Than Ever (NASDAQ:TMDX)
Seeking Alpha· 2025-09-22 13:40
Core Insights - TransMedics (NASDAQ: TMDX) has been rated as a "Strong Buy" in previous analyses, with a 46% increase in stock value since November 2024, but a 3% decline since May 2025 [1] Company Overview - MMMT Wealth, managed by Oliver, focuses on investment strategies and stock analysis, primarily in private equity, hedge funds, and asset management [1] - The firm was established in 2023, with Oliver leveraging his experience to provide insights based on investor calls, presentations, and financial data [1] Investment Philosophy - The investment approach emphasizes a long-term perspective, typically looking at a 3-5 year horizon [1] - Oliver's commitment to thorough research aims to identify high-potential businesses, recognizing that a few key investments can significantly impact financial outcomes [1]
TransMedics: I'm More Bullish Than Ever
Seeking Alpha· 2025-09-22 13:40
Core Insights - TransMedics (NASDAQ: TMDX) has been rated as a "Strong Buy" in previous analyses, with a 46% increase in stock value since November 2024, but a 3% decline since May 2025 [1] Group 1: Company Overview - TransMedics is focused on innovative solutions in the organ transplant sector, with a long-term investment perspective of 3-5 years [1] - The company has garnered attention for its potential to significantly impact the organ transplant market, which is critical for patient outcomes [1] Group 2: Analyst Background - MMMT Wealth, managed by Oliver, a CPA with experience in private equity and asset management, emphasizes thorough research and analysis of investment opportunities [1] - Oliver's investment philosophy is driven by the belief that a few well-chosen investments can lead to substantial financial changes in an investor's life [1]
TransMedics and Mercedes-Benz Announce Strategic Collaboration to Launch First Dedicated Organ Transplantation Ground Transportation Network in Italy
Prnewswire· 2025-09-22 06:00
Core Insights - TransMedics is deploying a modern, purpose-built Mercedez-Benz V-Class fleet across four National OCS Program hubs in Italy to enhance the utilization of its Organ Care System perfusion technology [1] - The initiative aims to increase donor organ utilization for patients in need, indicating a strategic move to improve organ transplant outcomes [1] - Waleed Hassanein, M.D., President and CEO of TransMedics, will discuss this strategic collaboration at the upcoming Italian Society for Organ and Tissue Transplantation conference in Milan [1]