Latest news with #TransMedics
Entrepreneur
3 days ago
- Business
- Entrepreneur
3 High-Growth Stocks Traders Love and Investors Should Watch
These three small stocks carry significant risk, but that volatility has served traders well this year; now it's time for long-term investors to take a look This story originally appeared on MarketBeat Swing traders and long-term investors rarely find common ground. However, in 2025, three small stocks have been making traders rich. They each carry significant risk, but that volatility has served traders well this year. Each of these stocks has significantly outperformed the broader market, even some Magnificent Seven names like NVIDIA (NASDAQ: NVDA). However, just because these companies aren't well known doesn't mean they're not good long-term investments. Each of these stocks has a long-term thesis that can be compelling to buy-and-hold investors. That is, if they have the risk tolerance for speculative stocks. Plus, these are established companies that haven't been on investors' radar. The immediate risks are that, if the economy improves, swing traders may look for other targets. Plus, the outlook for stocks could turn negative in the second half. Right now, that doesn't seem likely, so here are three stocks investors should use to take a page out of traders' playbooks. This Company's First-Mover Advantage Is a Lifesaver [content-module:Forecast|NASDAQ:TMDX] TransMedics Group Inc. (NASDAQ: TMDX) is a small mid-cap company with a market cap of around $4.42 billion as of this writing. The commercial-stage medical technology company has a first-mover advantage in organ transplant logistics. Its Organ Care System (OCS) has proven benefits over cold storage. TransMedics has the only FDA-approved device for transporting multiple organ types (e.g., heart, liver, lungs). That's a scalable advantage that traders and investors can seize on. Traders frequently target medical stocks like TransMedics because it has a limited float of approximately 30 million shares which makes it prone to sharp price swings. Plus, with short interest above 25%, the stock is closely watched by traders looking for short squeeze opportunities. TMDX stock is up 110% in 2025. However, even though it's above analysts' consensus price target, it's still comfortably below its 52-week high. The company has a premium valuation, but it's growing revenue and earnings year-over-year (YOY). This Stock is Going Nuclear as Demand for Energy Increases [content-module:Forecast|NYSE:SMR] The next on this list is NuScale Power Corp. (NYSE: SMR). The ticker symbol is also an abbreviation for small modular reactors. These are expected to be the future of nuclear power as the world continues to look for ways to meet the growing demand for power. In fact, the company's VOYGR power module is the only such module approved by the U.S. Nuclear Regulatory Commission. This demand comes from artificial intelligence (AI) applications. But the stigma around nuclear energy is changing as governments and corporations realize it's one of the few truly clean forms of energy available. SMR stock is up about 78% in 2025, with most of that growth coming since May. That's when the company announced contracts from the U.S. government, which will serve as a long-term source of revenue. Like TMDX, traders are attracted to SMR stock for its smaller float and 20% short interest. Short interest is down slightly since news of the Department of Energy (DoE) contracts dropped. However, momentum traders like the fact that the stock has over 70% institutional ownership to provide ample liquidity. An Up-and-Coming Fintech With a Clear Mission [content-module:Forecast|NASDAQ:DAVE] Dave Inc. (NASDAQ: DAVE) is a financial technology (fintech) company that offers a banking app to help level the playing field for everyday Americans struggling with high fees from traditional banks. The company offers a personal financial management tool, Budget; ExtraCash as a short-term liquidity alternative, a job application portal to promote supplemental or temporary work, and Dave Banking, a digital checking and demand deposit account. The company is in a competitive market, but it's managing to increase its total addressable market (TAM) every year. While Dave is not yet profitable, it is growing YOY revenue and is on a path to profitability. DAVE stock is up over 120% in 2025, with the strongest gains coming since May, but it has grown over 2,600% since it was a penny stock in 2023. Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now... See The Five Stocks Here
Yahoo
21-05-2025
- Business
- Yahoo
TransMedics to Present at Upcoming June Investor Conferences
ANDOVER, Mass., May 20, 2025 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, today announced the company will be participating in two upcoming investor conferences. TransMedics management is scheduled to present at the William Blair 45th Annual Growth Stock Conference in Chicago on Tuesday, June 3, 2025, at 5:00 p.m. EST and participate in a fireside chat at the Goldman Sachs 46th Annual Global Healthcare Conference in Miami on Monday, June 9, 2025, at 8:00 a.m. EST. Event: William Blair 45th Annual Growth Stock ConferenceDate: Tuesday, June 3, 2025Time: 5:00 p.m. EST Event: Goldman Sachs 46th Annual Global Healthcare ConferenceDate: Monday, June 9, 2025Time: 8:00 a.m. EST A live and archived webcast of the presentations will be available on the "Investors" section of the TransMedics website at The Company's standard investor presentation is also available through this link. About TransMedics Group, is the world's leader in portable extracorporeal warm perfusion and assessment of donor organs for transplantation. Headquartered in Andover, Massachusetts, the company was founded to address the unmet need for more and better organs for transplantation and has developed technologies to preserve organ quality, assess organ viability prior to transplant, and potentially increase the utilization of donor organs for the treatment of end-stage heart, lung, and liver failure. Investor Contact:Brian JohnstonLaine Morgan332-895-3222Investors@ View original content to download multimedia: SOURCE TransMedics Group, Inc. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-05-2025
- Business
- Yahoo
TransMedics Group Stock Is Up 81% in 2025. Can It Climb Even Higher?
After a depressing 2024, TransMedics Group stock is surging in 2025. Management recently raised its sales outlook for 2025. TransMedics isn't the only company with a warm perfusion device for storing and transporting organs. 10 stocks we like better than TransMedics Group › Shares of TransMedics Group (NASDAQ: TMDX) recently bounded higher in response to a first-quarter earnings report that was a lot better than investors were expecting. Downward revenue guidance revisions and unwanted attention from short-sellers pushed the stock down late last year, but things are looking up. From the end of 2024 through the opening bell on Monday, May 12, TransMedics stock soared about 81%, and investors want to know if it can keep climbing. To find out if TransMedics is a good growth stock to buy now, we'll need to weigh the reasons it soared against some of the challenges it faces. In a nutshell, TransMedics stock began 2025 in a somewhat depressed state due to a revenue growth slowdown. Annual revenue soared 83% in 2024, but a scathing short report in January caused investors to question its ability to continue growing so quickly. Then management signaled a severe slowdown this February when it predicted revenue growth of just 20% to 25% this year. TransMedics markets an organ care system (OCS) that pumps donated hearts, lungs, and livers with warm blood. This is a huge improvement over the current standard, which is basically a cooler full of ice. TransMedics' OCS is the only device approved by the Food and Drug Administration (FDA) to transport multiple organs, but it isn't the only warm perfusion device on the market. In 2021, the FDA approved the OrganOx Metra to pump warm blood through donated livers. This could be a big competitive threat because liver transplantation is responsible for 76% of total revenue at TransMedics. Since February, privately held OrganOx has raised $160 million to accelerate the growth of its device in the limited market for donated organ transportation. Luckily for TransMedics shareholders, first-quarter results suggest OrganOx isn't the serious threat it could be. First-quarter liver revenue soared 62% year over year, or 22% higher than the previous three-month period. Perhaps encouraged by the lack of competition for liver sales from OrganOx, TransMedics management raised guidance for total revenue this year to a range between $565 million and $585 million. The revised guidance implies a 30% gain at the midpoint of the provided range. During the two-year period that ended last December, total heart, lung, and liver transplants in the U.S. rose by 20% to 17,792. TransMedics is responsible for nearly all that growth. Completed transplants that didn't involve TransMedics rose by just 2% over the same time frame. There are over 103,000 Americans on the national transplant waiting list, according to the U.S. Department of Health and Human Services. Unfortunately for TransMedics, 89,792 are waiting for kidneys. Since we're born with two, we tend to donate them at convenient times. As a result, kidneys usually don't require transportation and storage services. While an expansion to include kidneys isn't likely to provide a huge boost for TransMedics, gaining market share for hearts, lungs, and livers could allow it to continue growing sales at more than 20% annually for several more years. The company's share of these three organs rose to 21% in 2024 from just 7% in 2022. TransMedics stock has been trading for 8.5 times its trailing-12-month sales. This is a high valuation for a medical device company, but not if we assume it can keep growing overall sales by roughly 20% annually in the decade ahead. Strong growth of liver revenue in the first quarter suggests OrganOx isn't a fierce competitor yet. That said, the privately held company hasn't had much time to put its new sources of capital to work. Instead of buying now or adding to a position, it's probably a good idea to wait another quarter to make sure TransMedics can continue growing its share of liver transplants despite well-funded competition. Before you buy stock in TransMedics Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and TransMedics Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $614,911!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $714,958!* Now, it's worth noting Stock Advisor's total average return is 907% — a market-crushing outperformance compared to 163% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 12, 2025 Cory Renauer has positions in TransMedics Group. The Motley Fool has positions in and recommends TransMedics Group. The Motley Fool has a disclosure policy. TransMedics Group Stock Is Up 81% in 2025. Can It Climb Even Higher? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-05-2025
- Business
- Yahoo
Why TransMedics Group (TMDX) Is Among the Best Performing Healthcare Stocks to Buy Now
We recently published a list of . In this article, we are going to take a look at where TransMedics Group, Inc. (NASDAQ:TMDX) stands against other best performing healthcare stocks to buy now. On April 15, CNBC reported that President Trump's healthcare-focused executive order brought in a win for the sector. Trump directed his health department to collaborate with Congress to revamp a law allowing Medicare to negotiate prescription drug prices. The announcement seeks to bring a change that the pharmaceutical company has lobbied for. Since the negotiation process is included in legislation, Trump's executive order cannot implement the change itself. However, it directs Secretary of Health and Human Services Robert F. Kennedy Jr. to join hands with Congress and change it. CNBC reported that drug makers have been working to delay the eligibility timeline for small-molecule drugs to be available for price negotiations by four years. This typically includes pills and most medications. This goes hand in hand with the 13-year wait until more complex biotech drugs are eligible for Medicare price negotiations. Trump's wide-ranging executive order also focuses on slashing healthcare costs. It comes a day after the administration instituted a national security report on the pharma industry. CNBC called the report 'a precursor to sector-specific tariffs.' READ ALSO: Recession Resistant Investing: 10 Best Grocery Stocks To Buy Now and 11 Most Promising Future Stocks According to Hedge Funds. Medicare's negotiating powers have been a subject of contention, as drug makers have opined that they would suppress innovation and have rallied against the time frame for negotiation eligibility for most drugs. The law now allows the government to negotiate prices for drugs with no competition, which includes complex biotech or biologic medications after 13 years on the market, but 9 years for their administration as capsules and pills. Although they did not provide specifics, White House officials told reporters that other changes to the negotiation process would yield more savings than those attained during the first round under the Biden administration. While the Biden administration negotiated price cuts as steep as 79% for the first ten most expensive drugs to the Medicare program, the Trump administration would negotiate prices for the following 15 medications. This includes Pfizer's cancer drugs Ibrance and Xtandi, as well as Novo Nordisk's blockbuster diabetes and weight-loss treatments Ozempic and Wegovy. We used Finviz to screen healthcare stocks and selected the best performers based on their year-to-date (YTD) performance, as of May 9, 2025. We also included the number of hedge fund holders for each stock as of Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey's database. The list is sorted in ascending order of year-to-date performance. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (). A surgeon in a modern operating theatre performing a transplant surgery with medical technology. YTD Performance: 78.83% Number of Hedge Fund Holders: 29 TransMedics Group, Inc. (NASDAQ:TMDX) is a commercial-stage medical technology company that develops and commercializes an organ care system platform. The company focuses on human organ preservation for transplantation to address the limitations of cold storage organ preservation. It takes the second spot on our list of the top-performing healthcare stocks to invest in now. On April 29, Piper Sandler analyst Matt O'Brien raised the firm's price target on TransMedics Group, Inc. (NASDAQ:TMDX) to $105 from $90, keeping an Overweight rating on the shares. He then revised the rating on May 6, upgrading it to Buy and maintained a price target of $105.00. The firm says that it has obtained additional details on the company's next-generation devices and upcoming significant studies at the International Society for Heart and Lung Transplantation conference. The clinical trials are a key endeavor for the company, leading to increased positive sentiments for TransMedics Group, Inc. (NASDAQ:TMDX) by Piper Sandler. The firm is also confident that the company is revolutionizing the organ market, which is expected to push the stock higher, even though it will take time. Overall, TMDX ranks 2nd on our list of the best performing healthcare stocks to buy now. While we acknowledge the potential for TMDX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TMDX but trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
10-05-2025
- Business
- Yahoo
TransMedics Group, Inc. (TMDX): A Bull Case Theory
We came across a bullish thesis on TransMedics Group, Inc. (TMDX) on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls' thesis on TMDX. TransMedics Group, Inc. (TMDX)'s share was trading at $95.81 as of May 7th. TMDX's trailing and forward P/E were 89.54 and 63.29 respectively according to Yahoo Finance. A doctor performing a living donor kidney transplant in a hospital operating room, emphasizing the importance of medical advancements. TransMedics (TMDX), founded by cardiothoracic surgeon Dr. Waleed Hassanein, is revolutionizing the field of organ transplantation with its proprietary warm perfusion technology. Dr. Hassanein identified a critical flaw in the traditional approach of cold organ storage, which keeps organs in a dormant state and significantly limits their viability, repair potential, and transplant suitability. In contrast, TransMedics' Organ Care System enables organs to remain alive and functioning outside the human body, supplied with oxygen and nutrients in a warm environment. This breakthrough allows for better organ assessment, extended preservation time, and even organ improvement prior to transplant. Competing firms like Sweden's XVIVO Perfusion and the UK's OrganOx are the only other significant players in the warm storage space, but the overall competitive landscape remains sparse due to the immense technological, logistical, and regulatory hurdles involved. These barriers have helped TransMedics build a robust competitive moat. The company's impact is especially vital considering the underwhelming organ utilization rates in the U.S.: kidneys are discarded 28% of the time, and over 70% of hearts and lungs go unused. Cold storage's inability to preserve donation after circulatory death and donation after brain death organs compounds this problem. TMDX's OCS technology directly addresses this issue, enhancing transplant viability for these previously challenging donor types. The company has further integrated this technology with its National OCS Program, an end-to-end service for organ transplant logistics and execution. In 2023, TMDX executed 3,715 OCS cases, with long-term goals of 10,000 annually and eventual targets of 20,000–30,000 as it expands into international markets and kidney transplants. Notably, OCS product sales now represent about 61% of company revenue, with the remainder coming from services tied to transplantation logistics. TMDX has experienced explosive growth, with revenues growing at 90–200% annually in recent years. Despite this, the stock has pulled back significantly from its all-time highs around $180, now trading near $95—a 47% decline. This reset in valuation has created a highly attractive entry point for investors, especially with the company already achieving profitability in Q4 2023 and gross margins around 60%. However, net margins have yet to scale materially due to early-stage investments, including the expansion of their aviation fleet, which plays a central role in logistics and introduces short-term variability in margins. TMDX's Q1 2025 earnings are highly anticipated (scheduled for May 8), and bullish indicators abound. Public flight data—correlated with organ transport cases—suggests the company conducted 2,115 flights in the quarter. Using a conservative $66,000 per-flight revenue estimate implies $139.6 million in revenue, which far exceeds the company's Q1 guidance of $123.4 million. Even accounting for unknowns like organ mix, internal versus external flight use, and differing revenue per case, estimates of $140–144 million seem plausible. Such results could lead management to raise full-year guidance beyond the already strong $530–552 million (20–25% YoY growth), a move that could trigger a sharp revaluation in the stock. If revenue comes in at the upper end or exceeds $142 million, a 10%+ move post-earnings is possible, further supported by the company's solid margin outlook and de-risked guidance. Beyond the near-term numbers, TMDX's long-term thesis remains intact. Its addressable market may be finite in terms of total organ transplants, but its role in expanding transplant viability increases the effective TAM. Moreover, TMDX's end-to-end solution, from organ perfusion to logistics, positions it as a critical partner in the healthcare system—not just a device manufacturer. While some investors have raised concerns about aviation fleet costs or were spooked by a short report earlier in 2025, these issues appear transient and are dwarfed by the company's execution strength and transformative potential. At current levels, the estimated fair value price by 2030 is $368.2, suggesting substantial upside potential as execution continues. With high barriers to entry, limited competition, regulatory know-how, and proven growth, TMDX represents a compelling long-term investment opportunity in one of the most mission-critical and underserved areas of modern medicine. TransMedics Group, Inc. (TMDX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held TMDX at the end of the fourth quarter which was 32 in the previous quarter. While we acknowledge the risk and potential of TMDX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TMDX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
