TMDX TransMedics Group, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
20:11
04 авг
04 авг
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.
Низ.
13:35
03 авг
03 авг
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
31 июл
31 июл
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.
Низ.
05:48
25 июл
25 июл
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.
Низ.
06:03
17 июл
17 июл
Reply with link to same deep-dive, same context – no directional commitment from speaker.
Низ.
06:02
17 июл
17 июл
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.
Низ.
17:18
16 июл
16 июл
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
16 июл
16 июл
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.
Сред.
17:49
13 июл
13 июл
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.
Сред.
12:58
11 июл
11 июл
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.
Низ.
21:04
10 июл
10 июл
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.
Низ.
14:22
09 июл
09 июл
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.
Сред.
14:09
09 июл
09 июл
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
06 июл
06 июл
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.
Низ.
22:04
27 июн
27 июн
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.
Низ.
23:57
15 июн
15 июн
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.
Сред.
13:34
01 июн
01 июн
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
09 мая
09 мая
Expresses trust in company management
Expresses trust in company management, no explicit directional view stated.
Низ.
19:38
09 мая
09 мая
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.
Выс.
02:29
08 мая
08 мая
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.
Выс.
21:44
06 мая
06 мая
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.
Сред.
22:44
02 мая
02 мая
Author discloses long position in TMDX
Author discloses an existing long position in TMDX.
Сред.
15:17
30 апр
30 апр
Long TMDX, holding since $68
Author discloses an existing long position in TransMedics Group entered around $68, expressing continued conviction in the name.
Сред.
16:50
21 мар
21 мар
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.
Сред.
21:35
09 мар
09 мар
Author holds TMDX as current position
Author discloses a current long position in TMDX; no specific catalyst stated beyond active ownership.
Сред.
21:08
21 янв
21 янв
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.
Сред.
19:16
21 янв
21 янв
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.
Сред.
12:05
21 янв
21 янв
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.
Выс.
20:05
20 янв
20 янв
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.
Выс.
23:37
10 янв
10 янв
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.
Сред.
Об аналитическом покрытии TMDX
Buzzberg отслеживает TMDX (TransMedics Group, Inc.) в 8 источниках. Бычьих сигналов: 17, медвежьих: 0, от 8 аналитиков. Сентимент преимущественно бычий (53%). Всего отслеживаются 32 торговые идеи. Последние спикеры: tacticzh, frenchv33921, caesarcapitalz.