TMDX Transmedics Group Inc

$TMDX 40 flights in the past 24 hours and an estimate of 191M for the quarter. The tracker estimate (last 4Q’s) when low has been very close (~1%) and when higher (~3%) We know that an existing large transplant customer is now using Transmedics logistics services. How does the estimate reconcile this? Q2 split was 58.5% product and 41.5% service, roughly 3:2 ratio. Jury DCD liver and heart both up mid 20’s, August liver up mid 20’s and heart down mid 20’s. Let’s call heart flat and liver up mid 20’s. Based on this back of the envelope math for liver going up mid 20’s and an increase for logistics revenue, what might we get? 143.8 (Q3 2025) * 1.2 + $143.8 * .1 * .4 = 178.3M or a 6.7% difference from estimate *used 10% of volume to account for large customer and 40% for increased revenue Simply because flight tracker doesn’t make this new assumption. Curious on what others think, it’s still 24% growth YoY for a seasonally bad Q and we are halfway through the last month.

$TMDX Excellent flight data for the month of Sep and Q3, which lead to revenue beat for Q3. I am sitting tight with this little Gem.

$TMDX insider buy from Dr. Weill!! He’s been two for two in the past before BIG pushes forward in price.

$TMDX back to where I sold Q1 ER. Just unreal you have a company growing 25% YoY and you get this sort of market result. I get they are investing in the business, but how do you heavily discount it this much? And that’s the problem, the market isn’t rational. It’s a place where YOU have to figure out if the price is disconnected from the fundamentals and then the market decides when it’s time that fundamentals show up in the price. I see it as majorly disconnected if the company can continue to deliver just liver growth of 20% by itself YoY. Layer in heart and lung and eventually you have a 100% gain over today’s prices. If costs were not high, the company would be gaining even in tough tape, regardless of oil prices.

$TMDX Veterans Integrated Service Network 4 awarded a single-award indefinite-delivery contract to Transmedics, Inc. with a ceiling of $7,267,320 on September 17, 2026, for deceased donor liver recovery, perfusion, and transportation services. $TMDX

$TMDX Until oil comes back down, dont see this moving anywhere except down or chopping unfortunately.

$TMDX Crooks shorting on low volume. When they make retail sell, they will move this fasy to 90$. Just buy and hold

$TMDX nothing to do with the stock. Market is pricing higher yillds. I own 1000 shares, i hope economy crush to the ground so i can buy great companies at discount. Trump will cause the greatest depression of ametica

$TMDX TransMedics (NASDAQ: TMDX) Buy (1) Price Target: $120.00 New CFO Has Extensive Public-Co Experience and Can Help Drive Growth Inflection THE TD COWEN INSIGHT TMDX has named Fernando Araujo its new CFO, replacing Gerardo Hernandez, who will now lead TMDX's expansion into LatAm. Mr. Araujo was most recently CFO of GEHC's Advanced Imaging Solutions segment and has over two decades of public company experience. We think he is a strong choice to help drive TMDX's planned growth inflection, which will require rapid scaling and a focus on operating leverage.

$TMDX yikes, haven't looked at this in a while, still holding bags.. needs to hold the 100dma

$TMDX usually don’t post on Green Day’s but forgive me. it’s a tough business out there and I ain’t gonna sugar coat it. You are either buying dips or sucking 🍆 s. There is no in between when it comes to this algo world of trading. So you gotta get up and look yourself in the mirror. Am I a dip buyer 💪? Or a 🍆 sucker? And then face your wife , kids family and friends with the answer

$TMDX Algo's controlling this right now bouncing perfectly off of trend lines. Which way will she break?

$TMDX clearly failed to continue momentum, not great action but still maintaining the 100dma as support while the 50dma is curling up

$TMDX beautiful downside move bulls have ignored the signs the whole time, and fully deserve to lose every single dollar invested in this