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Healthcare · Medical Devices · US

TransMedics Group Inc TMDX

$93.79 · close of Nov 9, 2026
AI score · Solid · analysis Jun 7, 2025
6.2 of 10

Moat and Business model hold this up; Risk is the soft spot.

Moat7.0
Management6.0
Valuation5.0
Risk · 10 = lowest5.0
Business model7.0
Optionality7.0
Fair value
AI fair value
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Base case
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the single most likely path
Analyst consensus
$102.55
13 analysts · 12-month target
Price
$93.79
The business

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. Its OCS includes OCS LUNG for the preservation of standard criteria donor lungs for double-lung transplantation; OCS Heart, a technology for preservation of DBD donor hearts deemed unsuitable due to limitations of cold storage and for ex vivo reanimation, functional monitoring, and beating-heart preservation of donation-after-circulatory-death hearts; and OCS Liver for the preservation of DBD and DCD of donor livers. The company also developed national OCS program, a turnkey solution for outsourced organ retrieval; and provides OCS organ management and logistics services, including aviation and ground transportation, and other coordination activity. The company was founded in 1998 and is headquartered in Andover, Massachusetts.

Last report Nov 5, 2026

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