TMDX is Undervalued at $86.
Hello everyone! Today i want to share some trading ideas with you!
Right...
$TransMedics Group, Inc.(TMDX)$ is undervalued at $86.
-> CEO says Europe is ~50% of the entire global transplant opportunity (currently only generating ~$20M of revenue in Europe).
-> CEO forecasts 30,000 transplants by 2032 generating $2 billion in revenue (18% CAGR for 6 years).
-> Director buying $110k worth of shares.
-> CEO regularly bought in the +$100 range.
-> 2H 2027 is the year revenue starts to get generated from kidneys and Europe.
I forecast we hit $2B in revenue in 2032 (18% CAGR from here) which is in line with management commentary if some of the above goes right.
At 40% EBITDA margins that's $800M in EBITDA (or 31% CAGR from today).
At a conservative 20x EBITDA multiple, that's ~$400 share price by 2032.
I don't think that's an unreasonable target at all.
Markets are always moving - and sometimes, the best move is knowing what works for you.
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