Added to YB: 2025-11-06
Pitch date: 2025-11-01
TMDX [neutral]
TransMedics Group, Inc.
+3.42%
current return
Author Info
MMMT Wealth is a CPA who shares stock pitches in their newsletter. Sign up for the newsletter.
Company Info
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.
Market Cap
$4.6B
Pitch Price
$128.48
Price Target
300.00 (+126%)
Dividend
N/A
EV/EBITDA
36.30
P/E
52.77
EV/Sales
8.17
Sector
Health Care Equipment and Supplies
Category
growth
TMDX Q3 Earnings Review
TMDX (earnings): Q3 revenue $143.8M (+32% YoY) w/ 15th consecutive quarter >30% growth; gross margins 59% (+290bps), operating margins 16.2% vs 3.6% prior year; 78% self-operated flights (vs 61%) strengthening moat; guidance $595-605M FY25 (+36%); kidney program 2027 adds 25K procedures; trades 6.8x NTM revenue vs OrganOx acquired at 20x; $300 PT.
Read full article (6 min)