TransMedics stock holds after revenue beat and EPS miss
Published on 09/03/2026 at 17:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTransMedics Group, Inc. stock (US89366D3075) opened at USD 84.29 on September 3, 2026, with a market cap of USD 2.91 billion and a 52-week high of USD 156.00. The latest update from MarketBeat also says Braidwell LP lifted its stake by 85.1 percent to 609,715 shares.
Quarterly numbers still matter
For the quarter ended June 2026, TransMedics reported revenue of USD 189.95 million, up 20.7 percent year over year, while EPS came in at USD 0.44 versus the USD 0.50 consensus. The same source says net margin was 22.69 percent and return on equity was 15.88 percent.
That mix is the key read for investors: sales growth held up, but earnings missed by USD 0.06 per share. The stock is therefore still being judged against execution, not just growth.
Consensus stays mixed
MarketBeat says six analysts rate TMDX a Buy, six rate it Hold and one rates it Sell, with an average target price of USD 124.18. That implies the shares are trading well below the average target after the latest quarter.
For a medical-device name, the gap between USD 84.29 and USD 124.18 is the cleanest valuation signal in the current tape.
TransMedics results and stock context
Key figures, analyst positioning and the latest market snapshot for TMDX.
TransMedics organ care focus
TransMedics sells organ transport and preservation systems, and the latest quarter puts that model back under a simple test: can revenue growth keep offsetting the smaller EPS miss. With USD 189.95 million in quarterly sales and USD 0.44 EPS, the answer is still tied to operating leverage.
Stock level to watch
As of September 3, 2026, TransMedics stock traded at USD 84.29 after opening there, versus a 52-week high of USD 156.00 and a market cap of USD 2.91 billion. The shares remain far below the high, even after the revenue beat.
Company data
- Company: TransMedics Group, Inc.
- ISIN: US89366D3075
- Ticker: TMDX
- Trading venue: NASDAQ
- Price (as of September 3, 2026): USD 84.29
- Market capitalization: USD 2.91 billion (as of September 3, 2026)
- Sector / Industry: Health Care / Medical Devices
- Index membership: None confirmed in the available market snapshot
