TransMedics

$TransMedics(TMDX.US) | Needham 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗧𝗿𝗮𝗻𝘀𝗠𝗲𝗱𝗶𝗰𝘀 𝗚𝗿𝗼𝘂𝗽, PT $𝟭𝟬𝟲

Analyst sees Araujo’s finance and international experience as well suited to TransMedics’ increasingly complex global business.

🚨 After-market buzz!

$Digital Turbine(APPS.US) $Upstart(UPST.US) $Arista Networks(ANET.US) $Wynn Resorts(WYNN.US) $TransMedics(TMDX.US) $Booking(BKNG.US) $Coupang(CPNG.US) $Opendoor Tech(OPEN.US) $DaVita(DVA.US) $SpaceX(SPCX.US) $Bed Bath & Beyond, Inc.(BBBY.US) $AMD(AMD.US) $Zeta Global(ZETA.US) $Pinterest(PINS.US) $Lucid(LCID.US) $Match(MTCH.US) $Teradata(TDC.US)

$TransMedics(TMDX.US) | Stifel reiterates 𝐇𝐨𝐥𝐝 on 𝐓𝐫𝐚𝐧𝐬𝐌𝐞𝐝𝐢𝐜𝐬, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟎

Analyst sees near-term caution, flagging that a Q2 revenue beat is less likely due to 'dry-runs' and that 2026/27 EPS estimates may need a reset.

$TransMedics(TMDX.US) | Stifel maintains 𝐇𝐨𝐥𝐝 on 𝐓𝐫𝐚𝐧𝐬𝐌𝐞𝐝𝐢𝐜𝐬, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟓 𝐟𝐫𝐨𝐦 $𝟖𝟓

Analyst flags rising competition concerns from XVIVO's HOPE device, cutting revenue estimates based on KOL feedback indicating a substantial market share shift.