TMDX TransMedics Group, Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:11
Aug 04
Aug 04
TMDX posts strong earnings, raises midpoint guidance.
Reports TMDX Q2 earnings with EPS up QoQ, strong revenue, and raised midpoint guidance; author calls it a decent report, no directional position stated.
LOW
13:35
Aug 03
Aug 03
Author celebrates Substack anniversary and lists past deep dives as portfolio/watchlist.
Author celebrates Substack anniversary and lists past deep dives as portfolio/watchlist coverage, not current positions or forward calls.
13:04
Jul 31
Jul 31
The author is looking forward to an earnings recap of TMDX but expresses no directional view.
The author is looking forward to an earnings recap of TMDX but expresses no directional view or position.
LOW
05:48
Jul 25
Jul 25
Author uses TMDX as a case study in risk management.
Author uses TMDX as a case study in risk management, noting it has risks and headwinds but no directional stance.
LOW
06:03
Jul 17
Jul 17
Reply with link to same deep-dive, same context – no directional commitment from speaker.
LOW
06:02
Jul 17
Jul 17
Speaker promotes own deep-dive research on TMDX but does not state a personal directional view.
Speaker promotes own deep-dive research on TMDX but does not state a personal directional view or position.
LOW
17:18
Jul 16
Jul 16
Author published a deep dive on TransMedics highlighting its growth potential.
Author published a deep dive on TransMedics highlighting its growth potential, kidney market entry, and favorable risk/reward after a 60% decline from highs.
17:16
Jul 16
Jul 16
Buy TMDX ~60% off highs as risk/reward has improved.
Buy TMDX ~60% off highs as risk/reward has improved; catalysts include US organ-transport program expansion, entry into the kidney market, and European geographic expansion — all while the core organ-preservation business addresses a structurally underpenetrated need.
MED
17:49
Jul 13
Jul 13
Buy TransMedics as a long-term compounder; stock is down ~60% on temporary margin compression.
Buy TransMedics as a long-term compounder; stock is down ~60% on temporary margin compression from deliberate investment, while the core moat (proprietary aviation fleet, clinical teams, end-to-end organ transport) remains intact with ~75% of US TAM untapped plus Europe and kidney expansion optionality.
MED
12:58
Jul 11
Jul 11
Discusses TMDX valuation assumptions, suggesting a more conservative 25x exit multiple.
Discusses TMDX valuation assumptions, suggesting a more conservative 25x exit multiple while still expecting decent returns; the author does not state a personal position.
LOW
21:04
Jul 10
Jul 10
The author lists five tickers in reply to a parent asking for forgotten favorites to monitor.
The author lists five tickers in reply to a parent asking for forgotten favorites to monitor, making this a watchlist response rather than an explicit position or trade call.
LOW
14:22
Jul 09
Jul 09
Buy TMDX looking through near-term headwinds; long-term catalysts including US/international.
Buy TMDX looking through near-term headwinds; long-term catalysts including US/international expansion and the kidney OCS 3.0 device pipeline remain intact, and the quarterly lens understates the multi-year growth trajectory.
MED
14:09
Jul 09
Jul 09
The author discusses TMDX's consolidation, margin and growth trends, EU expansion.
The author discusses TMDX's consolidation, margin and growth trends, EU expansion, and kidney device updates without stating a personal position or forward call.
10:13
Jul 06
Jul 06
Replier critiques parent's 40x PE assumption as too high, suggests 20-25x is more appropriate.
Replier critiques parent's 40x PE assumption as too high, suggests 20-25x is more appropriate, implying $95-$119 current fair value — still bullish but no personal position stated.
LOW
22:04
Jun 27
Jun 27
Author calls TMDX and NOW "juicy" from a high-quality list but uses watchlist language rather.
Author calls TMDX and NOW "juicy" from a high-quality list but uses watchlist language rather than stating a personal position or forward call.
LOW
23:57
Jun 15
Jun 15
Buy TMDX as its Organ Care System directly addresses a structural organ shortage problem.
Buy TMDX as its Organ Care System directly addresses a structural organ shortage problem with a differentiated, transformative medtech platform; strong revenue growth supports the risk/reward case.
MED
13:34
Jun 01
Jun 01
The author explicitly states a bullish view on TMDX in a direct reply.
The author explicitly states a bullish view on TMDX in a direct reply, indicating a forward-looking positive stance on the stock.
22:17
May 09
May 09
Expresses trust in company management
Expresses trust in company management, no explicit directional view stated.
LOW
19:38
May 09
May 09
Adding to position after recent 50% drop
Author is adding to their position after a 50% drop, noting the underlying business remains strong and management can fix fuel-driven margin issues.
HIGH
02:29
May 08
May 08
Author explicitly states buying TMDX after a 20% pullback following its earnings release. Sharp post-earnings drops often create entry points if the selloff is overdone; author sees value in the dip. Bet on mean reversion/earnings reaction fade, expecting the stock to recover as market digests results. Earnings miss was fundamental – further downside if guidance weak; sector headwinds in medical devices. TICKER - BN - LONG | confidence: 0.55 | sentiment: +0.40 Speaker: u/Invester1982 Thesis: Author says "I really like BN" with no additional explanation. BN (Brookfield Corp) is a diversified asset manager with a history of compounding; personal liking suggests a perceived value opportunity. Implied long bias based on general enthusiasm, but lacks specific catalyst. No reasoning given; exposure to cyclical assets; market risk.
HIGH
21:44
May 06
May 06
Adds to TMDX, raising average cost basis
Caesar Capital added to TMDX at $73.25, lifting its average cost basis to $68.70 and demonstrating continued conviction in the position.
MED
22:44
May 02
May 02
Author discloses long position in TMDX
Author discloses an existing long position in TMDX.
MED
15:17
Apr 30
Apr 30
Long TMDX, holding since $68
Author discloses an existing long position in TransMedics Group entered around $68, expressing continued conviction in the name.
MED
16:50
Mar 21
Mar 21
Author holds TMDX from top-ten picks
Author discloses current ownership of TMDX as part of a multi-name long book drawn from a curated top-ten list, indicating ongoing bullish positioning.
MED
21:35
Mar 09
Mar 09
Author holds TMDX as current position
Author discloses a current long position in TMDX; no specific catalyst stated beyond active ownership.
MED
21:08
Jan 21
Jan 21
TMDX mispriced; logistics monopoly re-rating ahead
Buy TMDX as the market misprices it as commodity hardware; the OCS revenue stream is predictable and recurring, more akin to a logistics/data monopoly than binary biotech, suggesting significant re-rating potential once utilization rates are recognized.
MED
19:16
Jan 21
Jan 21
Buy TMDX on record quarter, fleet moat
Buy TMDX on projected record $168M quarter supported by owned-fleet logistics moat; the data should refute post-Q3 slowdown concerns the market is currently weighing.
MED
12:05
Jan 21
Jan 21
Buy dip ahead of OCS 2.0 catalyst.
Recommends buying the dip ahead of the imminent OCS 2.0 catalyst, noting that hospitals are actively switching away from competitors.
HIGH
20:05
Jan 20
Jan 20
TMDX moat widens; OCS 2.0 trial catalyst looms
Buy TMDX as hospitals are reportedly abandoning OrganOx in its favor, establishing a logistics moat; an OCS 2.0 trial early stop for efficacy would be a major de-risking catalyst that could re-rate the stock significantly.
HIGH
23:37
Jan 10
Jan 10
TMDX strong buy-the-dip conviction
Author expresses high conviction bullish view on TMDX, stating willingness to buy aggressively on any dip; no specific catalyst provided beyond strong personal preference.
MED
About TMDX Analyst Coverage
Buzzberg tracks TMDX (TransMedics Group, Inc.) across 8 sources. 17 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (53%). 32 total trade ideas tracked. Latest voices: tacticzh, frenchv33921, caesarcapitalz.