Piper Sandler Forecasts Strong Price Appreciation for TransMedics Group (NASDAQ:TMDX) Stock

TransMedics Group (NASDAQ:TMDX) had its target price raised by analysts at Piper Sandler from $140.00 to $160.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Piper Sandler’s price target would indicate a potential upside of 20.45% from the stock’s previous close.

A number of other equities analysts also recently commented on the company. Needham & Company LLC boosted their price objective on TransMedics Group from $166.00 to $174.00 and gave the stock a “buy” rating in a research report on Wednesday. Wall Street Zen raised shares of TransMedics Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Morgan Stanley lifted their price objective on shares of TransMedics Group from $123.00 to $135.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. Finally, Canaccord Genuity Group raised their price target on TransMedics Group from $147.00 to $148.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Six equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, TransMedics Group has an average rating of “Moderate Buy” and an average target price of $147.75.

TransMedics Group Stock Down 3.6%

NASDAQ:TMDX traded down $4.94 during midday trading on Wednesday, reaching $132.84. The company had a trading volume of 736,384 shares, compared to its average volume of 727,933. The firm has a market capitalization of $4.54 billion, a price-to-earnings ratio of 53.83 and a beta of 2.06. The stock’s fifty day simple moving average is $132.98 and its 200-day simple moving average is $126.22. TransMedics Group has a 12-month low of $62.07 and a 12-month high of $156.00. The company has a current ratio of 7.69, a quick ratio of 7.13 and a debt-to-equity ratio of 1.43.

Insider Buying and Selling

In related news, Director David Weill sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $138.64, for a total transaction of $693,200.00. Following the transaction, the director owned 12,134 shares of the company’s stock, valued at $1,682,257.76. This trade represents a 29.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Gerardo Hernandez sold 920 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $139.62, for a total value of $128,450.40. Following the sale, the chief financial officer directly owned 15,064 shares of the company’s stock, valued at approximately $2,103,235.68. This represents a 5.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 7.00% of the company’s stock.

Institutional Investors Weigh In On TransMedics Group

Several large investors have recently modified their holdings of the stock. Amalgamated Bank grew its position in TransMedics Group by 0.8% in the 2nd quarter. Amalgamated Bank now owns 9,586 shares of the company’s stock valued at $1,285,000 after buying an additional 80 shares during the last quarter. D.A. Davidson & CO. raised its position in TransMedics Group by 0.5% during the 4th quarter. D.A. Davidson & CO. now owns 15,334 shares of the company’s stock worth $1,865,000 after buying an additional 83 shares during the last quarter. Parallel Advisors LLC lifted its stake in shares of TransMedics Group by 42.1% in the 4th quarter. Parallel Advisors LLC now owns 280 shares of the company’s stock worth $34,000 after acquiring an additional 83 shares during the period. HighPoint Advisor Group LLC boosted its holdings in shares of TransMedics Group by 3.1% in the fourth quarter. HighPoint Advisor Group LLC now owns 2,955 shares of the company’s stock valued at $359,000 after acquiring an additional 88 shares in the last quarter. Finally, Crossmark Global Holdings Inc. lifted its position in TransMedics Group by 4.0% in the fourth quarter. Crossmark Global Holdings Inc. now owns 2,275 shares of the company’s stock valued at $277,000 after purchasing an additional 88 shares during the period. Hedge funds and other institutional investors own 99.67% of the company’s stock.

TransMedics Group News Summary

Here are the key news stories impacting TransMedics Group this week:

• Positive Sentiment: Reported strong Q4 results — management posted revenue of $160.8M (≈+32% YoY) and beat consensus; the company also reported strong profitability metrics that surprised the street. PR: Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Raised FY‑2026 revenue guidance — company guided to roughly $727M–$757M for fiscal 2026, above consensus (~$722.8M), supporting the growth narrative. PR: Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Management set a 20–25% revenue growth target for 2026 and highlighted progress on OCS programs and European expansion — a clear roadmap for sustained top‑line growth. TransMedics outlines 20–25% 2026 revenue growth target
• Positive Sentiment: Analyst uplift — Needham raised its price target from $166 to $174 and kept a Buy rating, signaling incremental analyst confidence and adding upside to the stock’s narrative. Benzinga: Needham raises price target
• Positive Sentiment: Market reaction and coverage reflect the beat/guidance — multiple outlets note the stock “surged” after the results and guidance. This media momentum can help sustain intraday buying. Investing.com: Surges on earnings beat
• Neutral Sentiment: Earnings call materials and transcript are available for detail — investors can review the Q4 call transcript and slide deck for guidance color, unit trends, margin drivers, and one‑time items. Seeking Alpha: Q4 2025 Earnings Call Transcript Slide Deck
• Neutral Sentiment: Analyst/press analyses examine metric details and compare results to estimates — useful for assessing sustainability (some outlets report differing EPS metrics; check GAAP vs. adjusted). Zacks: Beats Q4 Estimates Zacks: Key Metrics vs Estimates
• Neutral Sentiment: Local business press published earnings snapshots summarizing results — useful for quick reads but not new data. Laredo Morning Times: Q4 Snapshot

TransMedics Group Company Profile

TransMedics Group, Inc is a medical device company headquartered in Andover, Massachusetts, that specializes in advanced organ preservation and transport systems for transplantation. The company’s flagship technology, the Organ Care System (OCS), maintains donor organs in a near-physiologic, warm, beating state during transportation, with the aim of extending preservation times and improving post‐transplant outcomes. TransMedics’ solutions address a critical need in transplantation by reducing ischemic injury and expanding the donor organ pool.

TransMedics currently markets two commercially available OCS platforms.