TMDX — TransMedics Group Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About TransMedics Group Inc

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. The company provides Organ Care System (OCS), a portable organ perfusion, optimization, and monitoring system that utilizes its proprietary and customized technology to replicate near-physiologic conditions for donor organs outside of the human body.… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$63.20
Market Cap$2.14B
Float33.4M
Shares Outstanding34.6M
P/E (Forward)31.25
P/E (TTM)14.20
Price/Sales (TTM)3.37
vs. Analyst Target+86.5% to analyst PT
Profit Margin27.04%
Operating Margin (TTM)7.65%
Revenue (TTM)$636M
Earnings Growth (YoY)-71.50%
Dividend RateNone
Analyst Target Price$117.89 (9 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $25.6M -$28.7M $16.6M -$23.2M
2021 $30.3M -$44.2M $21.2M -$38.5M
2022 $93.5M -$36.2M $65.3M -$29.0M
2023 $242M -$25.0M $154M -$7.7M
2024 $442M $35.5M $262M $69.9M
2025 $605M $190M $363M $148M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $157M $34.9M
Sep 2025 $144M $24.3M
Dec 2025 $161M $105M
Mar 2026 $174M $7.3M

Ownership & Float

Insider Ownership3.3%
Institutional Ownership113.8%
Short Float24.9%
% of All Funds Holding4.77%
Number of Funds Holding392

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$100.90Near-term / short-term trend
Weekly40-Week SMA$120.04Medium-term trend
Weekly80-Week SMA$105.16Cyclical trend (business cycle)
Weekly200-Week SMA$92.69Secular trend (multi-year)
Monthly10-Month SMA$116.93Near-term monthly trend
Monthly20-Month SMA$104.18Medium-term monthly trend
Monthly40-Month SMA$99.26Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$100.00 resistance 1.37x 0 months ago
$139.00 resistance 1.18x 1 months ago
$155.00 resistance 2.13x 18 months ago

Historical Earnings Reactions (29 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.65% 0.00% 48.28% 41.83% -27.80%
1 Day 3.11% -2.04% 44.83% 51.18% -29.90%
1 Week 2.54% 1.10% 51.72% 61.26% -34.25%
2 Weeks 6.53% 4.33% 53.57% 68.92% -27.59%
1 Month 8.41% 3.80% 53.57% 98.97% -31.31%

Next earnings: May 5, 2026

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.7%71.4%7
Feb15.4%71.4%7
Mar-2.9%28.6%7
Apr9.5%71.4%7
May12.7%50.0%6
Jun15.8%100.0%7
Jul-1.3%42.9%7
Aug4.0%57.1%7
Sep-9.7%14.3%7
Oct-14.5%28.6%7
Nov22.3%85.7%7
Dec-2.7%42.9%7

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.07% 49.5% 331
Tuesday 0.52% 52.9% 365
Wednesday -0.02% 47.1% 361
Thursday 0.03% 47.9% 353
Friday 0.19% 46.5% 355

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 113.8%

Insider Transactions — Smart Summary

Total insider ownership: 3.3%

Founder-led management: Waleed Hassanein (Founder, President and CEO)

12-Month Insider Activity Summary

Total Filings15
Net Value+$1.3M
Net Shares Change19,064
% of Float0.1%
C-Suite Filings8
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Hassanein Waleed H President and CEO +$3.0M 2 2 buy
Weill David -$1.1M 2 2 sell
Hernandez Gerardo Chief Financial Officer -$730,830.65 2 2 sell
Corcoran Nicholas SVP of Supply Chain and Operations -$545,765.12 1 1 sell
Ranganath Anil P. Senior Vice President, General Counsel and Secretary -$274,219.68 2 2 sell
Lovell Stephanie -$178,496.66 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-03-04 – 2026-03-06 5 5 -$1.9M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-04 Corcoran Nicholas SVP of Supply Chain and Operations -$545,765.12 Transaction at $137.21, now -53.9%
2025-11-18 Hassanein Waleed H President and CEO +$1.0M Transaction at $114.00, now -44.6%
2026-03-04 Ranganath Anil P. Senior Vice President, General Counsel and Secretary -$120,199.68 Transaction at $139.12, now -54.6%
2026-03-04 Hernandez Gerardo Chief Financial Officer -$602,380.25 Transaction at $108.99, now -42.0%
2026-03-06 Weill David -$473,586.02 Transaction at $80.51, now -21.5%
2026-03-06 Lovell Stephanie -$178,496.66 Transaction at $149.62, now -57.8%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for TransMedics Group Inc (TMDX) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for TMDX on Trend Edge →