$TransMedics Group, Inc.(TMDX)

Needham Upgrades $TMDX to Buy from Hold, Sets PT at $148

Analyst comments: "Our transplant tracker now indicates that TMDX’s U.S. sales are likely to beat consensus in 3Q25 based on the latest SRTR data. Additionally, we expect TMDX’s new heart and lung clinical trials and its international expansion to become increasing growth drivers during 2026.

TMDX’s margins are also increasing rapidly, and we expect meaningful EPS upside. Competition remains a potential risk, but we believe TMDX holds a significant lead in a still largely underpenetrated market."

Analyst: Mike Matson

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