TransMedics Group (NASDAQ:TMDX) Stock Price Expected to Rise, Piper Sandler Analyst Says

TransMedics Group (NASDAQ:TMDX) had its price target raised by investment analysts at Piper Sandler from $140.00 to $160.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Piper Sandler’s price objective would suggest a potential upside of 18.90% from the company’s previous close.

A number of other equities analysts have also recently commented on TMDX. Needham & Company LLC lifted their target price on TransMedics Group from $166.00 to $174.00 and gave the stock a “buy” rating in a report on Wednesday. Morgan Stanley increased their price target on TransMedics Group from $123.00 to $135.00 and gave the company an “equal weight” rating in a report on Tuesday, December 2nd. Canaccord Genuity Group lifted their price objective on shares of TransMedics Group from $147.00 to $148.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Finally, Wall Street Zen upgraded shares of TransMedics Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Six analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $150.67.

TransMedics Group Stock Up 2.1%

Shares of NASDAQ:TMDX opened at $134.57 on Wednesday. The company has a market cap of $4.62 billion, a price-to-earnings ratio of 27.46 and a beta of 2.06. TransMedics Group has a 12 month low of $62.07 and a 12 month high of $156.00. The company has a current ratio of 7.14, a quick ratio of 7.13 and a debt-to-equity ratio of 1.06. The company has a 50-day moving average price of $133.45 and a 200 day moving average price of $126.31.

Insider Buying and Selling at TransMedics Group

In related news, Director David Weill sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were 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 of the company’s stock, valued at $1,682,257.76. This trade represents a 29.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Gerardo Hernandez sold 920 shares of TransMedics Group stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $139.62, for a total transaction of $128,450.40. Following the sale, the chief financial officer owned 15,064 shares of the company’s stock, valued at $2,103,235.68. The trade was a 5.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 7.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On TransMedics Group

A number of hedge funds have recently added to or reduced their stakes in the stock. Intech Investment Management LLC boosted its position in shares of TransMedics Group by 28.9% in the 2nd quarter. Intech Investment Management LLC now owns 34,389 shares of the company’s stock worth $4,608,000 after purchasing an additional 7,713 shares in the last quarter. Nordea Investment Management AB purchased a new stake in TransMedics Group in the third quarter valued at about $4,070,000. Peregrine Capital Management LLC boosted its holdings in TransMedics Group by 16.5% in the third quarter. Peregrine Capital Management LLC now owns 68,406 shares of the company’s stock worth $7,675,000 after acquiring an additional 9,676 shares in the last quarter. Intrust Bank NA acquired a new stake in TransMedics Group in the second quarter worth about $747,000. Finally, Lisanti Capital Growth LLC grew its stake in shares of TransMedics Group by 62.0% during the third quarter. Lisanti Capital Growth LLC now owns 56,901 shares of the company’s stock worth $6,384,000 after acquiring an additional 21,771 shares during the last quarter. 99.67% of the stock is currently owned by institutional investors.

More TransMedics Group News

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.