William Blair Issues Pessimistic Outlook for TMDX Earnings

TransMedics Group, Inc. (NASDAQ:TMDX) – Equities researchers at William Blair dropped their Q1 2025 EPS estimates for shares of TransMedics Group in a note issued to investors on Tuesday, December 10th. William Blair analyst R. Daniels now expects that the company will post earnings per share of $0.30 for the quarter, down from their prior forecast of $0.34. 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 $0.36 EPS, FY2025 earnings at $1.58 EPS, Q1 2026 earnings at $0.50 EPS, Q2 2026 earnings at $0.60 EPS, Q3 2026 earnings at $0.56 EPS and FY2026 earnings at $2.34 EPS.

TransMedics Group (NASDAQ:TMDX) last announced its quarterly 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 return on equity of 18.74% and a net margin of 8.14%. The firm had revenue of $108.76 million for the quarter, compared to analysts’ expectations of $115.00 million. During the same period last year, the company posted ($0.12) earnings per share. The business’s quarterly revenue was up 63.7% on a year-over-year basis.

A number of other equities analysts have also recently weighed in on TMDX. Oppenheimer reaffirmed an “outperform” rating and issued a $125.00 price target on shares of TransMedics Group in a report on Tuesday, December 3rd. JPMorgan Chase & Co. reduced their target price on TransMedics Group from $173.00 to $116.00 and set an “overweight” rating for the company in a research note on Tuesday, October 29th. Piper Sandler decreased their target price on TransMedics Group from $110.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday. Needham & Company LLC reissued a “hold” rating on shares of TransMedics Group in a report on Wednesday. Finally, 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 research report on Monday, November 18th. Two analysts have rated the stock with a hold rating, eight have given a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $126.80.

TransMedics Group Trading Down 2.4 %

TMDX stock opened at $65.71 on Thursday. TransMedics Group has a 52-week low of $65.26 and a 52-week high of $177.37. The company has a quick ratio of 7.33, a current ratio of 8.20 and a debt-to-equity ratio of 2.42. The firm has a market cap of $2.21 billion, a P/E ratio of 69.90 and a beta of 2.06. The company’s 50-day simple moving average is $98.83 and its 200-day simple moving average is $132.44.

Insiders Place Their Bets

In other TransMedics Group news, insider Tamer I. Khayal sold 2,958 shares of the business’s stock in a transaction on Tuesday, October 1st. The stock was sold at an average price of $148.24, for a total transaction of $438,493.92. Following the transaction, the insider now owns 20,843 shares of the company’s stock, valued at approximately $3,089,766.32. The trade was a 12.43 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Waleed H. Hassanein sold 8,625 shares of the firm’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 sale, the chief executive officer now directly owns 61,643 shares of the company’s stock, valued at $9,457,269.06. This trade represents a 12.27 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 28,042 shares of company stock valued at $3,563,985 in the last 90 days. 7.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the company. Wilmington Savings Fund Society FSB purchased a new stake in shares of TransMedics Group during the 3rd quarter valued at approximately $149,000. Sanctuary Advisors LLC raised its position in TransMedics Group by 63.4% in the third quarter. Sanctuary Advisors LLC now owns 4,041 shares of the company’s stock valued at $634,000 after purchasing an additional 1,568 shares during the period. Morse Asset Management Inc acquired a new position in shares of TransMedics Group in the 3rd quarter valued at $823,000. Virtu Financial LLC purchased a new position in shares of TransMedics Group during the 3rd quarter worth $436,000. Finally, Neo Ivy Capital Management acquired a new stake in shares of TransMedics Group during the 3rd quarter worth about $554,000. Institutional investors and hedge funds 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.