Insider Sales Spark Debate: Recent posts on X have highlighted insider stock sales at TransMedics Group, with some executives offloading significant shares in early December. This has raised eyebrows among investors, with discussions focusing on whether these sales signal a lack of confidence or are merely routine financial planning. The timing, amid a strong year for the stock, has fueled varied opinions.
Strong Growth Narrative: Many on X are also buzzing about TransMedics’ innovative Organ Care System and its potential to revolutionize organ transplants. Posts often praise the company’s robust revenue growth and ambitious goals, with some calling it a breakout stock for 2025. Analyst upgrades and raised price targets have further amplified the optimism in these discussions.
Market Volatility Concerns: Despite the positive outlook, there’s chatter about recent stock price volatility, with some users pointing to sharp drawdowns as potential buying opportunities. Others caution about short-term fluctuations, even as they remain bullish on long-term prospects. The mix of hope and caution keeps the conversation dynamic on the platform.
Note: This discussion summary was generated from an AI condensation of post data.
TransMedics Group Insider Trading Activity
TransMedics Group insiders have traded $TMDX stock on the open market 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $TMDX stock by insiders over the last 6 months:
- WALEED H HASSANEIN (President & CEO) has made 4 purchases buying 25,650 shares for an estimated $2,982,470 and 0 sales.
- EDWARD M BASILE has made 0 purchases and 2 sales selling 8,285 shares for an estimated $1,060,311.
- DAVID WEILL sold 5,000 shares for an estimated $693,199
- ANIL P. RANGANATH (See remarks) has made 0 purchases and 2 sales selling 3,686 shares for an estimated $531,562.
- GERARDO HERNANDEZ (Chief Financial Officer) sold 920 shares for an estimated $128,450
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TransMedics Group Revenue
TransMedics Group had revenues of $143.8M in Q3 2025. This is an increase of 32.24% from the same period in the prior year.
You can track TMDX financials on Quiver Quantitative's TMDX stock page.
TransMedics Group Hedge Fund Activity
We have seen 224 institutional investors add shares of TransMedics Group stock to their portfolio, and 189 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,183,309 shares (+123.8%) to their portfolio in Q3 2025, for an estimated $132,767,269
- FIL LTD removed 1,055,553 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $118,433,046
- GOLDMAN SACHS GROUP INC added 386,403 shares (+121.8%) to their portfolio in Q3 2025, for an estimated $43,354,416
- UBS GROUP AG added 379,925 shares (+79.8%) to their portfolio in Q3 2025, for an estimated $42,627,585
- NORGES BANK removed 326,387 shares (-89.0%) from their portfolio in Q2 2025, for an estimated $43,739,121
- PRICE T ROWE ASSOCIATES INC /MD/ added 260,270 shares (+188.8%) to their portfolio in Q3 2025, for an estimated $29,202,294
- TWO SIGMA INVESTMENTS, LP added 223,409 shares (+54.2%) to their portfolio in Q3 2025, for an estimated $25,066,489
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TransMedics Group Analyst Ratings
Wall Street analysts have issued reports on $TMDX in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 12/08/2025
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- Piper Sandler issued a "Overweight" rating on 10/30/2025
- Jefferies issued a "Buy" rating on 10/13/2025
- Evercore ISI Group issued a "Outperform" rating on 09/16/2025
- Oppenheimer issued a "Outperform" rating on 06/17/2025
To track analyst ratings and price targets for TransMedics Group, check out Quiver Quantitative's $TMDX forecast page.
TransMedics Group Price Targets
Multiple analysts have issued price targets for $TMDX recently. We have seen 8 analysts offer price targets for $TMDX in the last 6 months, with a median target of $146.0.
Here are some recent targets:
- Mike Matson from Needham set a target price of $166.0 on 12/08/2025
- Patrick Wood from Morgan Stanley set a target price of $135.0 on 12/02/2025
- William Plovanic from Canaccord Genuity set a target price of $147.0 on 10/30/2025
- Matt O'Brien from Piper Sandler set a target price of $140.0 on 10/30/2025
- Young Li from Jefferies set a target price of $145.0 on 10/13/2025
- Daniel Markowitz from Evercore ISI Group set a target price of $155.0 on 09/16/2025
- Thomas Stephan from Stifel set a target price of $115.0 on 09/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
