Stifel Nicolaus Cuts TransMedics Group (NASDAQ:TMDX) Price Target to $85.00

TransMedics Group (NASDAQ:TMDX) had its target price dropped by analysts at Stifel Nicolaus from $130.00 to $85.00 in a report released on Wednesday,Benzinga reports. The brokerage presently has a “hold” rating on the stock. Stifel Nicolaus’ price target indicates a potential upside of 17.74% from the stock’s previous close.

TMDX has been the topic of several other research reports. Wall Street Zen cut TransMedics Group from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Needham & Company LLC dropped their target price on TransMedics Group from $174.00 to $142.00 and set a “buy” rating on the stock in a research report on Wednesday. JPMorgan Chase & Co. increased their target price on TransMedics Group from $114.00 to $149.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. TD Cowen reaffirmed a “buy” rating on shares of TransMedics Group in a research report on Monday, March 16th. Finally, Piper Sandler dropped their target price on TransMedics Group from $160.00 to $120.00 and set an “overweight” rating on the stock in a research report on Wednesday. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $139.33.

TransMedics Group Trading Down 24.0%

NASDAQ:TMDX traded down $22.74 during midday trading on Wednesday, hitting $72.19. The stock had a trading volume of 4,905,946 shares, compared to its average volume of 941,961. TransMedics Group has a one year low of $71.67 and a one year high of $156.00. The company has a market capitalization of $2.49 billion, a price-to-earnings ratio of 14.75 and a beta of 2.07. The stock has a 50-day moving average of $116.57 and a 200 day moving average of $125.96. The company has a quick ratio of 6.59, a current ratio of 7.14 and a debt-to-equity ratio of 1.06.

TransMedics Group (NASDAQ:TMDX) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.62 by ($0.32). TransMedics Group had a return on equity of 30.17% and a net margin of 31.43%.The firm had revenue of $173.93 million during the quarter, compared to the consensus estimate of $174.48 million. During the same period last year, the company earned $0.70 EPS. The firm’s revenue for the quarter was up 21.2% compared to the same quarter last year. As a group, sell-side analysts forecast that TransMedics Group will post 2.48 EPS for the current year.

Insider Transactions at TransMedics Group

In other news, Director David Weill sold 3,571 shares of the firm’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.82, for a total value of $524,294.22. Following the completion of the sale, the director owned 12,134 shares of the company’s stock, valued at $1,781,513.88. This trade represents a 22.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Gerardo Hernandez sold 7,236 shares of the firm’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $147.21, for a total value of $1,065,211.56. Following the completion of the sale, the chief financial officer directly owned 14,689 shares of the company’s stock, valued at $2,162,367.69. The trade was a 33.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 16,205 shares of company stock worth $2,353,002. 6.90% of the stock is currently owned by corporate insiders.

Institutional Trading of TransMedics Group

A number of institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of TransMedics Group by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 3,605,607 shares of the company’s stock worth $404,549,000 after purchasing an additional 9,650 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in TransMedics Group by 11.9% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,069,492 shares of the company’s stock worth $119,997,000 after acquiring an additional 113,817 shares during the period. Goldman Sachs Group Inc. lifted its position in TransMedics Group by 50.1% during the 4th quarter. Goldman Sachs Group Inc. now owns 965,931 shares of the company’s stock worth $117,506,000 after acquiring an additional 322,353 shares during the period. Geode Capital Management LLC lifted its position in TransMedics Group by 0.4% during the 4th quarter. Geode Capital Management LLC now owns 816,474 shares of the company’s stock worth $99,339,000 after acquiring an additional 2,903 shares during the period. Finally, Two Sigma Investments LP lifted its position in TransMedics Group by 54.2% during the 3rd quarter. Two Sigma Investments LP now owns 635,394 shares of the company’s stock worth $71,291,000 after acquiring an additional 223,409 shares during the period. Institutional investors and hedge funds own 99.67% of the company’s stock.

Key Headlines Impacting TransMedics Group

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

• Positive Sentiment: Piper Sandler lowered its price target to $120 but kept an “overweight” rating — the firm still implies substantial upside vs. the current share price. Article Title
• Positive Sentiment: Needham trimmed its price target to $142 but maintained a “buy” rating, signaling continued analyst conviction despite the cut. Article Title
• Neutral Sentiment: TransMedics published its Q1 2026 press release with results, slides and the company’s updated FY2026 revenue guidance range ($727M–$757M). Investors are parsing the midpoint vs. consensus. Press Release
• Neutral Sentiment: Full Q1 earnings call transcript is available for review — useful for checking management commentary on transplant procedure trends, consumables adoption and margin drivers. Earnings Transcript
• Negative Sentiment: Q1 EPS missed estimates: $0.30 vs. consensus ~$0.62, and revenue marginally missed estimates (~$173.9M vs. ~$174.5M) — the upside in year-over-year revenue growth was not enough to offset the profit shortfall. Earnings Report
• Negative Sentiment: Zacks and other outlets highlighted the earnings and revenue misses and the EPS decline year-over-year, which pressured sentiment. Zacks Coverage
• Negative Sentiment: Oppenheimer downgraded TMDX from “outperform” to “market perform,” reducing near-term buy-side enthusiasm and adding selling pressure. Downgrade Note

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.