Seeking Alpha
11 Nov 2026, 14:48 UTC · 1h ago
TransMedics: 2027 Setting Up To Be A Pivotal Year
Impact · against what's priced in
The updated revenue guidance and Q3 results for TransMedics are largely consistent with market expectations and current pricing. While the analyst highlights 2027 catalysts, the market continues to discount the full potential of the kidney program, making these long-term projections speculative rather than immediate catalysts.
- TMDX+0.00
Already priced in
- The price assumes
Revenue growth decelerating from over 37% to the 22-25% annual guidance range
The raised 2026 guidance of $764M to $774M and 41% YoY Q3 growth confirm the strong performance already baked into the current valuation.
What TMDX's price assumes · Sep 24
