BUY Brian Stoffel Convicción4/5 Calidad del análisis75/100 if the company can get the approvals for new products (heart, lung, kidney) and show adoption
The analyst believes Transmedics, despite recent earnings misses and margin pressure, presents a compelling long-term buying opportunity. The company is investing heavily in R&D for new organ solutions (heart, lung, kidney) and expanding internationally. While current valuation is based on future growth and approvals, a blended valuation model suggests a significant annualized return if the company meets its base case guidance for transplants by 2030, offering a large margin of safety.
“I think that if the company can get the approvals that they're looking for, and if the company can show that those new products are being adopted, then today is going to be a steal of a price to own this company.” — ▶ 20:00