Latest news with #TMDX
Yahoo
15-07-2025
- Business
- Yahoo
Headwaters Capital Management Sold Transmedics (TMDX) After a Strong Q1 Report
Headwaters Capital Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio bounced back from the first quarter uncertainty and, like the rest of the market, experienced a strong rebound after the tariff-induced sell-off at the start of the quarter. The portfolio gained +7.5% (+7.3% net) in the quarter compared to a +8.5% gain for the Russell Mid Cap Index. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second quarter 2025 investor letter, Headwaters Capital Management highlighted stocks such as TransMedics Group, Inc. (NASDAQ:TMDX). TransMedics Group, Inc. (NASDAQ:TMDX) is a medical technology company. The one-month return of TransMedics Group, Inc. (NASDAQ:TMDX) was -14.19%, and its shares lost 23.01% of their value over the last 52 weeks. On July 14, 2025, TransMedics Group, Inc. (NASDAQ:TMDX) stock closed at $116.88 per share, with a market capitalization of $3.954 billion. Headwaters Capital Management stated the following regarding TransMedics Group, Inc. (NASDAQ:TMDX) in its second quarter 2025 investor letter: "Top Contributor: TransMedics Group, Inc. (NASDAQ:TMDX) +98%. The top contributor for Q2 '25 was also the top detractor in Q4 '24. How quickly narratives can change despite actual results largely remaining the same. Concerns around TMDX approaching a market share ceiling were dismissed with Q1 '25 results. Market share gains for its OCS heart product resumed once a competitor's clinical trial reached completion, OCS liver continued to steadily gain share and seasonality in the transplant industry flipped from a headwind to a tailwind. Nonetheless, competitive dynamics are likely to change later in 2025 and into 2026, which led to the decision to sell TMDX following the strong share price performance (see details below). A surgeon in a modern operating theatre performing a transplant surgery with medical technology. TransMedics Group, Inc. (NASDAQ:TMDX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 23 hedge fund portfolios held TransMedics Group, Inc. (NASDAQ:TMDX) at the end of the first quarter, which was 29 in the previous quarter. TransMedics Group, Inc. (NASDAQ: TMDX) reported total revenue of $143.5 million for 1Q 2025, reflecting a year-over-year growth of about 48% and a sequential increase of around 18% from 4Q 2024. While we acknowledge the potential of TMDX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered TransMedics Group, Inc. (NASDAQ:TMDX) and shared best mid cap growth stocks to invest in. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Globe and Mail
04-07-2025
- Business
- Globe and Mail
Is TransMedics Stock a Buy After Short-Seller Drama?
Explore the exciting world of TransMedics (NASDAQ: TMDX) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of May 28, 2025. The video was published on Jul. 3, 2025. Should you invest $1,000 in TransMedics Group right now? Before you buy stock in TransMedics Group, consider this: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks 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 $692,914!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $963,866!* Now, it's worth noting Stock Advisor 's total average return is1,049% — a market-crushing outperformance compared to179%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 30, 2025
Yahoo
30-06-2025
- Business
- Yahoo
2 Stocks That Have Doubled This Year and Are Still Worth Buying
TransMedics Group's innovative approach to storing organs for transplants grants it significant growth fuel. FuboTV's recent merger with a leading media company substantially improved its prospects. 10 stocks we like better than TransMedics Group › Positive, company-specific developments have led to shares of TransMedics Group (NASDAQ: TMDX) and FuboTV (NYSE: FUBO) more than doubling this year, even as the S&P 500 is barely in the green since January. Investing wisdom advises us to buy low, and some might think that after a greater than 100% return in six months, it's too late to get in on these stocks. However, TransMedics Group and FuboTV still have excellent prospects that could lead to better-than-average returns over the long run. TransMedics Group, a medical device specialist that developed an innovative method for storing organs for transplant, entered the year facing challenges. First, the company's guidance disappointed investors. Second, TransMedics was the subject of a short-seller report from Scorpion Capital, which made a series of serious allegations, including claims that TransMedics Group is engaged in organ trafficking. However, the company has performed well this year because of better-than-expected financial results. In the first quarter, TransMedics' revenue increased by 48% year over year to $143.5 million. The company's net earnings per share came in at $0.70, doubling compared to the year-ago period. To top it all off, TransMedics raised its guidance for the full fiscal year 2025. With results like these, even the short-seller report that sank its stock price now looks like a distant memory. The best part is that there is still considerable upside potential for TransMedics Group. The company's organ care system (OCS) technology aims to mimic the physiology of the human body, enabling the storage of organs for longer periods, which results in significantly higher usage rates compared to traditional cold storage methods. It's already hard enough to find available transplants. It's a shame if they go to waste due to poor storage. Thus, TransMedics Group is helping revolutionize the organ donation business thanks to its OCS, and there is plenty of room for growth. The company estimates organ donations will grow at a decent rate through the next few years, at least. Capturing a larger share of the market and improving utilization rates for existing organ donations -- even if there aren't more donors over time -- should lead to stronger financial results for TransMedics Group. That's why the stock remains a buy today, at least for investors willing to stay the course for a while, even after doubling in value already this year. In January, streaming specialist FuboTV announced it was merging with Disney's Hulu+ Live TV. The deal makes FuboTV far more attractive than it was before for several reasons. First, it helps diversify the company's offerings. FuboTV was known for its laser focus on sports streaming, a niche of the market that can be somewhat seasonal. Second, the deal came with the cancellation of the Venu initiative. Disney, Fox, and Warner Bros. Discovery were planning to launch a competing sports-focused streaming platform called Venu, which might have killed FuboTV altogether, considering the company's subscription growth rate had plummeted. Third, FuboTV got a nice infusion of cash as part of the deal. It got $220 million from the former backers of Venu. And that's on top of a $145 million term loan from Disney. Last but not least, Disney is now FuboTV's majority shareholder. The backing of a longtime successful media giant with equally successful ventures in the streaming niche will be of massive help to FuboTV. Yes, the stock has already skyrocketed this year, but considering the long-term opportunity in streaming, there should still be plenty of upside for FuboTV. Streaming accounted for 44.8% of television viewing time in May in the U.S., surpassing the combined share of broadcast and cable for the first time. Even so, that's in the U.S., one of the more penetrated markets. And even here, streaming likely hasn't peaked. That points to a massive whitespace worldwide. FuboTV will have to deal with stiff competition, but the company's new standing after the merger with Hulu+ Live TV -- and the backing of Disney -- should work wonders over the long run. That's why the stock is still a buy. 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 $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 177% 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 June 23, 2025 Prosper Junior Bakiny has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends TransMedics Group, Walt Disney, Warner Bros. Discovery, and fuboTV. The Motley Fool has a disclosure policy. 2 Stocks That Have Doubled This Year and Are Still Worth Buying was originally published by The Motley Fool
Yahoo
26-06-2025
- Business
- Yahoo
Oppenheimer Raises TransMedics (TMDX) PT to $150 Following Key OrganOx Metra Label Update
TransMedics Group Inc. (NASDAQ:TMDX) is one of the best mid cap growth stocks to invest in now. On June 17, Oppenheimer increased the price target for TransMedics to $150 from $130, while maintaining an Outperform rating on the shares. This adjustment came after the OrganOx Metra device had its air transport warning removed from its label on June 2. The OrganOx Metra device is a competitor in the organ preservation market. Despite mixed outcomes from field checks on the Metra device, OrganOx continues to receive positive feedback from the Organ Procurement Organization community. Oppenheimer expects that the OrganOx Metra device will likely gain market share in DCD/Donation after Circulatory Death liver transplants. This is attributed not necessarily to superior outcomes compared to TransMedics' technology, but rather to a perceived strained relationship between TransMedics and the OPOs. A surgeon in a modern operating theatre performing a transplant surgery with medical technology. In Q1 2025, TransMedics achieved a record total revenue of $143.5 million, which showed a 48% year-over-year growth compared to $96.9 million in Q1 2024. Transplant services revenue specifically saw a 56% increase due to higher utilization of their OCS NOP/Organ Care System National Organ Preservation platform. TransMedics also raised its full-year 2025 revenue guidance to a range between $565 and $585 million, which represents a 30% growth at the midpoint. TransMedics Group Inc. (NASDAQ:TMDX) is a commercial-stage medical technology company that transforms organ transplant therapy for end-stage organ failure patients internationally. While we acknowledge the potential of TMDX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Entrepreneur
05-06-2025
- 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
