TransMedics Group: Strong Market Position and Growth Potential Justify Buy Rating

TransMedics Group: Strong Market Position and Growth Potential Justify Buy Rating

William Plovanic, an analyst from Canaccord Genuity, maintained the Buy rating on TransMedics Group (TMDXResearch Report). The associated price target remains the same with $104.00.

William Plovanic has given his Buy rating due to a combination of factors that highlight TransMedics Group’s strong market position and growth potential. The company has demonstrated a significant increase in the donation after circulatory death (DCD) liver transplants, which have grown by 52% year-over-year, showcasing its leadership in this segment with a substantial market share. This growth trajectory is supported by robust year-over-year increases in DCD heart and liver transplants, reinforcing the company’s ability to expand the overall organ transplant market.
Furthermore, Plovanic notes that despite some month-over-month declines, the overall quarter-to-date trends remain positive, aligning with expectations for a solid performance in Q1/25. The company’s strategic adjustments, including capturing additional revenue streams from clinical trial patients utilizing the OCS system, further enhance its financial outlook. These factors combined suggest that TransMedics is well-positioned for continued success, justifying the Buy rating and maintaining a price target of $104.

According to TipRanks, Plovanic is a 3-star analyst with an average return of 1.7% and a 42.83% success rate. Plovanic covers the Healthcare sector, focusing on stocks such as TransMedics Group, CVRx, and Boston Scientific.

In another report released on March 4, Piper Sandler also maintained a Buy rating on the stock with a $90.00 price target.

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