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TMTMDX

TransMedics Group, Inc.

$TMDX·$2.8B·Medical - Devices·Healthcare
$70.78-7.5%YTD-33.4%1Y-38.8%
Price updated 8h ago·X counts updated 5d ago
TMTMDX
$TMDXTransMedics Group, Inc.
$70.78-7.50%460 posts1.8×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TMDX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

460X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.8×
QuietNormal · 1×Loud

How loud $TMDX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 96% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-12

TransMedics is bullish — 'monster week of flights' and Jefferies Transplant Tracker positive for August. Portfolio-manager position at 28.1% weight; +40% since last update, valuation-score 10/10. Q3 earnings-beat possibility on flight/transplant trends; TMDX planes running dry runs suggests capacity coming online. Multibagger article featuring it drops soon.

Read what X is saying about $TMDX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TMDX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Transplant-logistics leader down 33% YTD with a new CFO and a director insider buy — the recovery setup is quietly building.

TransMedics is the leading medical-device company for organ-transplant logistics — the OCS perfusion platform plus its NOP transportation network has effectively created a new category. The stock has pulled back 33% YTD, with a new CFO and a small director buy as the first recovery signals.

  • Growth is still over 20%: Q1 2026 revenue of $174M at +21% YoY on 58% gross margins — the business keeps growing, just slower than the triple-digit cadence that drove the 2024 run.
  • The CFO transition is the pivot event: Fernando Araujo took over on Sep 21 (succeeding Hernandez) at a $590K base + 60% target bonus — new finance leadership often precedes a reset in guide and a cleaner print cadence.
  • Director Weill bought $109K on Sep 11 — the first on-market director buy in months, which for a $3B company is small but notable in the context of a 33% YTD drawdown.

A Nov 4 Q3 print with revenue above $170M and operating margins expanding above 15% re-rates it off the trough; the alleged insider fiduciary-duty investigation (Sep 26 news) is a sideshow unless formal charges materialize.

Agrees with X sentimentX cites the 'monster week of flights' and positive Jefferies Transplant Tracker — both real operating signals. The portfolio-manager 28.1% position-weight commentary is the kind of concentrated-conviction note worth weighing, backed by the first director buy in months.

What to watch: Nov 4 Q3 earnings — revenue above $170M, operating margin expanding toward 20%, and new CFO Araujo's initial 2026 guide refresh. A revenue beat plus clean margins restarts the move; the fiduciary-duty investigation is a sideshow unless it formalizes into charges.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict on $TMDX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes the Organ Care System, a warm perfusion platform preserving donor hearts, lungs, and livers outside the body to expand transplant supply.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $TMDX.

Medical - Devices · Healthcare

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $TMDX

Neutral — Makes the Organ Care System, a warm perfusion platform preserving donor hearts, lungs, and livers outside the body to expand transplant supply.

Industry benchmark

21-name peer basket
+11.7%YTD
+1.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
41.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
59.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.44$0.50-11.2%
Q1 2026May 5, 2026$0.30$0.62-51.6%
Q4 2025Feb 24, 2026$0.57$0.41+39.0%
Q3 2025Oct 29, 2025$0.66$0.37+78.4%
Next earningsWed, Nov 4·consensus EPS $0.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$173.9M+21.2%58.2%7.6%$0.21$-12.1M
Q4 FY25$160.8M+32.2%58.1%13.2%$3.08$19.0M
Q3 FY25$143.8M+32.2%58.8%16.2%$0.71$61.9M
Q2 FY25$157.4M+37.7%61.4%23.2%$1.03$82.5M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$742.7M$739.3M – $746.1M$1.47$1.41 – $1.4910
FY27$874.4M$867.8M – $879.1M$2.28$1.76 – $2.619
FY28$1.0B$955.9M – $1.1B$3.20$2.45 – $4.047
FY29$1.2B$1.2B – $1.2B$5.41$5.26 – $5.663

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-17.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 11David WeillDirector1.3K sh$109KSellJun 15Thomas J. GundersonDirector9.6K sh$722K
+ 13 other (11 awards · 1 gift · 1 exempt) in window

See when $TMDX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 293
AI summary

Fernando N. Araujo filed a initial Form 3 beneficial ownership statement for TransMedics Group, Inc. (TMDX) on 2026-09-29, reporting their status as a See Remarks. This is an administrative Section 16 disclosure required when a new insider (director, officer, or 10% holder) first reports their holdings; it signals a change in the company's executive or governance structure rather than a market transaction.

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

TransMedics Group appointed Fernando Araujo as Chief Financial Officer, effective September 21, 2026, with a $590,000 annual base salary and 60% annual target bonus. Outgoing CFO Gerardo Hernandez is departing the company. Araujo's appointment strengthens TransMedics's financial leadership as it scales its Organ Care System (OCS) platform for organ transplantation.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

TransMedics Group, Inc. (TMDX) filed an 8-K on May 20, 2026 disclosing annual shareholder meeting vote results (Item 5.07). TransMedics is an Andover, Massachusetts-based medical technology company focused on organ transplant solutions listed on Nasdaq. Annual meeting results are routine governance disclosures.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TransMedics Group Inc (TMDX) Shares Fall 5.8% -- What GF Score of 74 Tells Investorsgurufocus.com·15d agoDid TransMedics Group, Inc. Insiders Breach their Fiduciary Duties to Shareholders?gurufocus.com·21d agoDid TransMedics Group, Inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·21d agoTransMedics Group (NASDAQ:TMDX) Shares Up 4.5% After Insider Buying Activitydefenseworld.net·31d ago2 Stocks Down 28% and 34% to Buy and Holdfool.com·32d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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