William Blair Has Bearish Estimate for TMDX Q1 Earnings

TransMedics Group, Inc. (NASDAQ:TMDX) – Research analysts at William Blair lowered their Q1 2025 earnings per share (EPS) estimates for shares of TransMedics Group in a note issued to investors 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 previous 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 quarterly earnings data 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). TransMedics Group had a net margin of 8.14% and a return on equity of 18.74%. The business had revenue of $108.76 million during the quarter, compared to the consensus estimate of $115.00 million. During the same period in the prior year, the company posted ($0.12) earnings per share. The firm’s revenue was up 63.7% compared to the same quarter last year.

TMDX has been the subject of several other research reports. Robert W. Baird reduced 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. Baird R W upgraded TransMedics Group to a “strong-buy” rating in a research report on Tuesday, September 24th. Oppenheimer restated an “outperform” rating and set a $125.00 price objective on shares of TransMedics Group in a research report on Tuesday. Canaccord Genuity Group cut their target price on TransMedics Group from $109.00 to $104.00 and set a “buy” rating for the company in a research note on Wednesday, November 20th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of TransMedics Group in a research note on Tuesday. Two equities research analysts have rated the stock with a hold rating, eight have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, TransMedics Group currently has a consensus rating of “Moderate Buy” and an average price target of $131.80.

TransMedics Group Price Performance

Shares of TransMedics Group stock opened at $68.26 on Thursday. The firm has a fifty day moving average price of $103.61 and a two-hundred day moving average price of $133.93. TransMedics Group has a fifty-two week low of $66.10 and a fifty-two week high of $177.37. 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 company has a market cap of $2.29 billion, a PE ratio of 72.62 and a beta of 2.06.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. International Assets Investment Management LLC acquired a new stake in TransMedics Group in the 2nd quarter valued at about $47,000. USA Financial Formulas acquired a new stake in shares of TransMedics Group in the third quarter valued at approximately $55,000. Quarry LP raised its position in TransMedics Group by 557.1% in the 3rd quarter. Quarry LP now owns 368 shares of the company’s stock worth $58,000 after purchasing an additional 312 shares during the last quarter. National Bank of Canada FI raised its position in TransMedics Group by 174.7% in the 3rd quarter. National Bank of Canada FI now owns 412 shares of the company’s stock worth $65,000 after purchasing an additional 262 shares during the last quarter. Finally, J.Safra Asset Management Corp lifted its holdings in TransMedics Group by 649.2% during the 2nd quarter. J.Safra Asset Management Corp now owns 442 shares of the company’s stock worth $67,000 after buying an additional 383 shares in the last quarter. 99.67% of the stock is owned by institutional investors.

Insider Buying and Selling at TransMedics Group

In other TransMedics Group news, insider Tamer I. Khayal sold 2,958 shares of TransMedics Group stock in a transaction on Tuesday, October 1st. The stock was sold at an average price of $148.24, for a total value of $438,493.92. Following the completion of the transaction, the insider now owns 20,843 shares in the company, valued at approximately $3,089,766.32. The trade was a 12.43 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Waleed H. Hassanein sold 8,625 shares of the business’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 directly owns 61,643 shares in the company, valued at approximately $9,457,269.06. This represents a 12.27 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 28,042 shares of company stock valued at $3,563,985. 7.00% of the stock is currently owned by company insiders.

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.