TransMedics Shares Drop 5% to $134.55
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy TMDX?
TransMedics shares are moving lower after Bridge to Life announced that the Food and Drug Administration has granted De Novo clearance for its VitaSmart Hypothermic Oxygenated Perfusion System. The clearance establishes a "new regulatory classification for hypothermic oxygenated perfusion in liver transplantation in the United States," the privately held company said in a statement. The FDA clearance enables the commercial use of VitaSmart for hypothermic oxygenated perfusion of donor livers following static cold storage and prior to transplantation. Shares of TransMedics are down 5%, or $7.38, to $134.55 following the news. TransMedics' OCS Liver is an FDA approved device for donation after circulatory death and donation after brain death donor livers.
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Analyst Views on TMDX
Wall Street analysts forecast TMDX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TMDX is 147.80 USD with a low forecast of 115.00 USD and a high forecast of 170.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 129.600
Low
115.00
Averages
147.80
High
170.00
Current: 129.600
Low
115.00
Averages
147.80
High
170.00
About TMDX
TransMedics Group, Inc. is a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart and liver failure. The Company specializes in portable extracorporeal warm perfusion and assessment of donor organs for transplantation. Its Organ Care System (OCS) is a portable organ perfusion, optimization and monitoring system that utilizes its customized technology to replicate near-physiologic conditions for donor organs outside the human body. It also developed its National OCS Program (NOP), which is a turnkey solution to provide outsourced organ procurement, OCS perfusion management and transplant logistics services, to provide transplant programs in the United States. Its logistics services include aviation transportation and other coordination activities. Its NOP provides trained organ procurement surgeons, clinical specialists and transplant coordinators that provide an end-to-end clinical solution using its OCS technology.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Attraction of Shorted Stocks: Investors maintain high short interest in overvalued stocks, indicating significant perceived risks such as poor earnings or industry headwinds that could drive prices down, impacting market sentiment and investment strategies.
- Bear vs. Bull Dynamics: Short sellers meticulously identify companies they view as ticking time bombs, while retail traders see high short interest as a potential springboard for price rebounds, where rising stock prices can trigger short squeezes, affecting market liquidity.
- Understanding Short Squeeze Mechanics: A short squeeze creates a volatile feedback loop initiated by unexpected price increases, forcing short sellers to buy back shares to cover positions, which spikes demand and further elevates prices, trapping more short sellers and potentially leading to outsized returns.
- Current Market Landscape: As of February 2, the most shorted stocks include those with market caps above $2 billion and free floats exceeding 5 million shares, ranked by short interest, highlighting the market's focus on these stocks and their associated risks.
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- Market Dynamics: Stock prices as of January 27, 2026, indicate that these companies' market performance may be influenced by the upcoming earnings announcements, prompting investors to stay vigilant.
- Video Content: The video aims to provide in-depth analysis of these companies, assisting viewers in making informed investment decisions, particularly during this critical pre-earnings period.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on a special offer link, indicating the content creator's intent to enhance viewer engagement by providing valuable insights.
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TransMedics Signs Long-Term Lease for New HQ, Expected to Create 600 Jobs
- New Headquarters Development: TransMedics has signed a long-term lease at Assembly Innovation Park in Somerville and acquired adjacent land, planning to relocate by 2028 to integrate its corporate, research, and manufacturing capabilities, thereby enhancing its global expansion potential.
- Talent Attraction Strategy: The establishment of the new headquarters will provide TransMedics with a world-class working environment, aiding the company in attracting and retaining top talent to support its strategic goals for global expansion and innovation transformation.
- Tax Incentive Program: Massachusetts is offering up to $18 million in tax incentives through the Life Sciences Center, expected to create 600 new full-time jobs between 2026 and 2031, further driving local economic growth.
- Local Economic Impact: The Somerville city government is providing up to $18 million in tax relief, projected to generate $75 million in new local tax revenues over ten years, promoting regional employment and economic development.
See More
TransMedics Launches New Organ Transport System, Captures Over 50% Market Share
- Market Leadership: TransMedics' Organ Care System (OCS) is the only FDA-approved portable multi-organ platform, capturing over 50% market share in the U.S., significantly enhancing organ transplant efficiency and success rates.
- International Expansion: The company has successfully entered the Italian market through a partnership with Mercedes-Benz, marking the first step in its international strategy, which is expected to drive revenue growth and brand influence.
- Technological Innovation: The OCS technology perfuses organs with warm oxygenated blood, extending the time and distance organs can be transported, enabling surgeons to better assess organ viability and optimize transplant quality, thereby improving patient survival rates.
- Future Growth Catalysts: TransMedics is conducting two major clinical trials expected to drive further adoption in the lung transplant market and is enrolling over 650 patients in the largest heart preservation trial, potentially becoming a significant source of future revenue.
See More
TransMedics Launches New Organ Transport System, Captures Over 50% Market Share
- Market Leadership: TransMedics' Organ Care System (OCS) is the only FDA-approved portable multi-organ platform, revolutionizing organ transplantation standards and capturing over 50% market share, demonstrating its strong competitive position in the U.S. market.
- Technological Innovation: The OCS perfuses organs with warm oxygenated blood, allowing hearts, lungs, and livers to remain viable during transport, significantly enhancing transplant success rates and organ quality assessment.
- International Expansion: The company successfully entered the Italian market through a partnership with Mercedes-Benz, marking the first step in its international strategy, which is expected to drive future revenue growth.
- Profitability Enhancement: TransMedics generates high-margin recurring revenue not only from transplant fees but also from the sales of single-use plastic capsules and perfusion sets, showcasing the sustainability and scalability of its business model.
See More
TransMedics to Present Innovations at 44th Annual J.P. Morgan Healthcare Conference
- Conference Presentation: TransMedics will present at the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026, showcasing its innovative organ transplant technologies, which is expected to attract investor interest and enhance the company's visibility.
- Technological Leadership: As the global leader in portable extracorporeal warm perfusion and donor organ assessment, TransMedics' technologies aim to improve organ quality and utilization, thereby providing better treatment options for patients with end-stage heart, lung, and liver failure.
- Investor Relations: The company will offer live and archived webcasts of the presentations on its website, ensuring that investors can access timely information and enhancing interaction and transparency with stakeholders.
- Market Potential: With the increasing demand for organ transplants, TransMedics' technological innovations not only help improve transplant success rates but also have the potential to drive future growth in the medical technology market.
See More
Market Analysis of Heavily Shorted Stocks
- Attraction of Shorted Stocks: Investors maintain high short interest in overvalued stocks, indicating significant perceived risks such as poor earnings or industry headwinds that could drive prices down, impacting market sentiment and investment strategies.
- Bear vs. Bull Dynamics: Short sellers meticulously identify companies they view as ticking time bombs, while retail traders see high short interest as a potential springboard for price rebounds, where rising stock prices can trigger short squeezes, affecting market liquidity.
- Understanding Short Squeeze Mechanics: A short squeeze creates a volatile feedback loop initiated by unexpected price increases, forcing short sellers to buy back shares to cover positions, which spikes demand and further elevates prices, trapping more short sellers and potentially leading to outsized returns.
- Current Market Landscape: As of February 2, the most shorted stocks include those with market caps above $2 billion and free floats exceeding 5 million shares, ranked by short interest, highlighting the market's focus on these stocks and their associated risks.
See More
Four Companies Worth Buying Before Earnings
- Investment Opportunity: The video highlights four companies that remain worth buying before their earnings reports, drawing investor interest and potentially leading to price fluctuations post-report.
- Market Dynamics: Stock prices as of January 27, 2026, indicate that these companies' market performance may be influenced by the upcoming earnings announcements, prompting investors to stay vigilant.
- Video Content: The video aims to provide in-depth analysis of these companies, assisting viewers in making informed investment decisions, particularly during this critical pre-earnings period.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on a special offer link, indicating the content creator's intent to enhance viewer engagement by providing valuable insights.
See More
TransMedics Signs Long-Term Lease for New HQ, Expected to Create 600 Jobs
- New Headquarters Development: TransMedics has signed a long-term lease at Assembly Innovation Park in Somerville and acquired adjacent land, planning to relocate by 2028 to integrate its corporate, research, and manufacturing capabilities, thereby enhancing its global expansion potential.
- Talent Attraction Strategy: The establishment of the new headquarters will provide TransMedics with a world-class working environment, aiding the company in attracting and retaining top talent to support its strategic goals for global expansion and innovation transformation.
- Tax Incentive Program: Massachusetts is offering up to $18 million in tax incentives through the Life Sciences Center, expected to create 600 new full-time jobs between 2026 and 2031, further driving local economic growth.
- Local Economic Impact: The Somerville city government is providing up to $18 million in tax relief, projected to generate $75 million in new local tax revenues over ten years, promoting regional employment and economic development.
See More
TransMedics Launches New Organ Transport System, Captures Over 50% Market Share
- Market Leadership: TransMedics' Organ Care System (OCS) is the only FDA-approved portable multi-organ platform, capturing over 50% market share in the U.S., significantly enhancing organ transplant efficiency and success rates.
- International Expansion: The company has successfully entered the Italian market through a partnership with Mercedes-Benz, marking the first step in its international strategy, which is expected to drive revenue growth and brand influence.
- Technological Innovation: The OCS technology perfuses organs with warm oxygenated blood, extending the time and distance organs can be transported, enabling surgeons to better assess organ viability and optimize transplant quality, thereby improving patient survival rates.
- Future Growth Catalysts: TransMedics is conducting two major clinical trials expected to drive further adoption in the lung transplant market and is enrolling over 650 patients in the largest heart preservation trial, potentially becoming a significant source of future revenue.
See More
TransMedics Launches New Organ Transport System, Captures Over 50% Market Share
- Market Leadership: TransMedics' Organ Care System (OCS) is the only FDA-approved portable multi-organ platform, revolutionizing organ transplantation standards and capturing over 50% market share, demonstrating its strong competitive position in the U.S. market.
- Technological Innovation: The OCS perfuses organs with warm oxygenated blood, allowing hearts, lungs, and livers to remain viable during transport, significantly enhancing transplant success rates and organ quality assessment.
- International Expansion: The company successfully entered the Italian market through a partnership with Mercedes-Benz, marking the first step in its international strategy, which is expected to drive future revenue growth.
- Profitability Enhancement: TransMedics generates high-margin recurring revenue not only from transplant fees but also from the sales of single-use plastic capsules and perfusion sets, showcasing the sustainability and scalability of its business model.
See More
TransMedics to Present Innovations at 44th Annual J.P. Morgan Healthcare Conference
- Conference Presentation: TransMedics will present at the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026, showcasing its innovative organ transplant technologies, which is expected to attract investor interest and enhance the company's visibility.
- Technological Leadership: As the global leader in portable extracorporeal warm perfusion and donor organ assessment, TransMedics' technologies aim to improve organ quality and utilization, thereby providing better treatment options for patients with end-stage heart, lung, and liver failure.
- Investor Relations: The company will offer live and archived webcasts of the presentations on its website, ensuring that investors can access timely information and enhancing interaction and transparency with stakeholders.
- Market Potential: With the increasing demand for organ transplants, TransMedics' technological innovations not only help improve transplant success rates but also have the potential to drive future growth in the medical technology market.
See More
