TransMedics Group (NASDAQ:TMDX) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

TransMedics Group (NASDAQ:TMDX) had its target price boosted by Needham & Company LLC from $166.00 to $174.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. Needham & Company LLC’s price target would suggest a potential upside of 29.30% from the company’s previous close.

A number of other equities analysts have also commented on the stock. Piper Sandler reaffirmed an “overweight” rating on shares of TransMedics Group in a research report on Monday, December 22nd. Wall Street Zen raised shares of TransMedics Group from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Morgan Stanley boosted their price target on TransMedics Group from $123.00 to $135.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 2nd. Finally, Canaccord Genuity Group increased their price target on TransMedics Group from $147.00 to $148.00 and gave the stock a “buy” rating in a research report on Wednesday, December 17th. Six analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $150.67.

TransMedics Group Stock Performance

Shares of NASDAQ TMDX opened at $134.57 on Wednesday. The company has a debt-to-equity ratio of 1.06, a current ratio of 7.14 and a quick ratio of 7.13. The firm has a market cap of $4.62 billion, a price-to-earnings ratio of 27.46 and a beta of 2.06. The stock’s fifty day moving average price is $133.45 and its two-hundred day moving average price is $126.31. TransMedics Group has a one year low of $62.07 and a one year high of $156.00.

Insider Activity

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

Institutional Trading of TransMedics Group

Hedge funds and other institutional investors have recently modified their holdings of the stock. Whittier Trust Co. of Nevada Inc. lifted its stake in shares of TransMedics Group by 981.0% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 227 shares of the company’s stock valued at $26,000 after acquiring an additional 206 shares during the last quarter. Salomon & Ludwin LLC bought a new position in TransMedics Group in the third quarter valued at about $28,000. Harvest Fund Management Co. Ltd bought a new position in TransMedics Group in the third quarter valued at about $29,000. Optiver Holding B.V. boosted its stake in shares of TransMedics Group by 248.1% during the third quarter. Optiver Holding B.V. now owns 268 shares of the company’s stock valued at $30,000 after purchasing an additional 191 shares in the last quarter. Finally, Allworth Financial LP grew its holdings in shares of TransMedics Group by 74.3% during the third quarter. Allworth Financial LP now owns 265 shares of the company’s stock worth $30,000 after purchasing an additional 113 shares during the last quarter. Institutional investors own 99.67% of the company’s stock.

Trending Headlines about TransMedics Group

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

• Positive Sentiment: Q4 results beat expectations — Q4 EPS of $0.57 and ~32% revenue growth topped estimates; management raised 2026 revenue guidance to roughly 20–25%, supporting near‑term top‑line momentum. TMDX Stock Rises as Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Analysts raised targets and ratings — Several firms bumped price targets (Oppenheimer to $175/outperform; Needham to $174/buy; Piper Sandler to $160/overweight; JPMorgan to $149/neutral), signaling institutional confidence in the company’s growth trajectory and helping push the stock higher. TransMedics Group (NASDAQ:TMDX) Given New $175.00 Price Target at Oppenheimer TransMedics Group (NASDAQ:TMDX) Given New $174.00 Price Target at Needham & Company LLC TransMedics Group (NASDAQ:TMDX) Given New $160.00 Price Target at Piper Sandler TransMedics Group (NASDAQ:TMDX) Given New $149.00 Price Target at JPMorgan Chase & Co.
• Positive Sentiment: Visibility on growth initiatives — Management highlighted advancing OCS (organ care system) programs and European expansion as drivers of the 20–25% 2026 revenue target, giving investors a clearer multi‑year growth story. TransMedics outlines 20–25% 2026 revenue growth target while advancing OCS programs and European expansion
• Neutral Sentiment: Earnings materials and call available — The company released its Q4 presentation and the full earnings‑call transcript, useful for parsing unit trends, margins, and cadence of commercialization. TransMedics Group, Inc. 2025 Q4 – Results – Earnings Call Presentation TransMedics Group, Inc. (TMDX) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor commentary and outlook pieces are circulating — Market write‑ups are debating whether the strong one‑year +79% move leaves room for more upside or signals late‑cycle profit taking. Is It Too Late To Consider TransMedics Group (TMDX) After Its 79% One-Year Surge?
• Negative Sentiment: Valuation and momentum risk — The stock’s run and a P/E near the mid‑20s leave vulnerability to multiple contraction or profit‑taking if execution or cadence disappoints; investors should weigh growth guidance against elevated expectations.

About TransMedics Group

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.