Ticker brief
TMDX TRANSMEDICS GROUP INC
Consumer, Non-cyclical · Healthcare-Products
last close
$70.74
1 day
-1.8%
14 days
-9.2%
mkt cap
$2.4B
signals 14d
19
authors 14d
13
crowd 14d
-2.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 91% rich · 97 pctile own 1y | IV/HV 1.65× |
| Skew — 25Δ RR 30d | +0.014 80 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +1.91 normal | 5-session Δ +1.76 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-03 (z=2.3) |
| Next earnings | 2026-11-05 (proj) | in 10d |
| CSP screen | rank #13 · $65.0 strike · 0.46% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-16 · now +0.32 (−1 bearish … +1 bullish)
Who spoke13
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @mathlonning | A | -1.27 | 4 | +0.27 |
| @nataninvesting | B | +0.10 | 2 | +0.35 |
| @Apollo_21mil | B | -1.41 | 2 | +0.15 |
| @AIStockSavvy | C | -1.05 | 2 | -0.12 |
| @CapstackCapital | B | -3.92 | 1 | +0.00 |
| @OptionsFlowBoss | C | · | 1 | +0.00 |
| @mmonis | C | -0.97 | 1 | +0.65 |
| @KeithTradeSmith | C | +1.08 | 1 | +0.50 |
| @bugra_kurtoglu | C | -0.19 | 1 | +0.00 |
| @AnalizyUSA | B | -0.31 | 1 | -0.20 |
| @semodough | C | -1.06 | 1 | +0.10 |
| @BourbonCap | B | -1.57 | 1 | +0.80 |
| @Tickeron | C | +1.53 | 1 | -0.55 |
Recent signals19of 19 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @nataninvesting | +0.70 | Bought more TMDX and opened a new AVR position. — Explicitly adds TMDX and initiates AVR after a 30% decline. | -0.1% | tweet ↗ |
| 2026-10-16 | @Tickeron | -0.55 | Margin pressure from staffing and aircraft maintenance may weigh on coming quarters. | -0.1% | tweet ↗ |
| 2026-10-16 | @BourbonCap | +0.80 | Views small current European revenue against half of international transplants as major expansion potential. | -0.1% | tweet ↗ |
| 2026-10-15 | @AIStockSavvy | +0.00 | Stifel reiterates Hold at $65 while presenting balanced operating considerations. | -7.6% | tweet ↗ |
| 2026-10-15 | @semodough | +0.10 | Stifel expects a revenue beat and raise but warns of a possible EPS cut and competition pressure. | -7.6% | tweet ↗ |
| 2026-10-15 | @AIStockSavvy | -0.25 | Baird maintains Outperform but cuts TransMedics' target to $110 from $122. | -7.6% | tweet ↗ |
| 2026-10-14 | @AnalizyUSA | -0.20 | Says TMDX's competitive position has materially changed since the author bought two years ago. | -6.3% | tweet ↗ |
| 2026-10-14 | @bugra_kurtoglu | +0.00 | Describes the core businesses and products of four healthcare companies. | -6.3% | tweet ↗ |
| 2026-10-13 | @Apollo_21mil | +0.10 | Discloses continuously running wheel-option strategies on IREN and TMDX. | -10.6% | tweet ↗ |
| 2026-10-13 | @mathlonning | +0.25 | Reports TMDX averaging over 31 daily flights in October, roughly flat sequentially. | -10.6% | tweet ↗ |
| 2026-10-12 | @KeithTradeSmith | +0.50 | Presents healthcare names as decade-long beneficiaries of aging and chronic-disease demand. | -9.5% | tweet ↗ |
| 2026-10-09 | @mathlonning | +0.45 | Argues a rotation into compressed medtech valuations would benefit TMDX. | -9.2% | tweet ↗ |
| 2026-10-08 | @mathlonning | -0.10 | Reports October flight volume, a slight monthly decline, and a pending approval timeline. | -10.5% | tweet ↗ |
| 2026-10-07 | @mathlonning | +0.50 | Says TMDX stock looks strong while noting average October flight activity. | -12.7% | tweet ↗ |
| 2026-10-06 | @Apollo_21mil | +0.20 | Notes TMDX has returned to a monthly demand zone. | -11.9% | tweet ↗ |
| 2026-10-06 | @nataninvesting | +0.00 | September portfolio update discloses holdings and performance without new transactions. | -11.9% | tweet ↗ |
| 2026-10-06 | @mmonis | +0.65 | Identifies RDDT, TMDX and APP as high-conviction examples within core growth themes. | -11.9% | tweet ↗ |
| 2026-10-04 | @OptionsFlowBoss | +0.00 | Attached chart presents TMDX gamma heat zones without visible levels or direction. | -11.4% | tweet ↗ |
| 2026-10-03 | @CapstackCapital | +0.00 | Speculates an unidentified subject is either TMDX or SRTA, formerly tied to BLDE. | -11.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.