Price movement over the last 24 hours
Aspen Aerogels Inc vs TransMedics Group Inc — how do they compare? Aspen Aerogels Inc trades at $5.25 (market cap $427.65M), while TransMedics Group Inc trades at $71.39 (market cap $2.46B). The key difference: TransMedics Group Inc is far larger — about 5.8× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | TMDX | |
|---|---|---|
Market Cap | $427.65M | $2.46B |
Sector | Technology | Technology |
52-Week High | $8.82 | $150.42 |
52-Week Low | $2.57 | $61.99 |
Enterprise Value | $382.60M | $2.86B |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
TransMedics Group (TMDX) trades at $71.23, down 1.33% on the day, with a bearish technical signal despite strong profitability metrics including a 27.04% net income margin and 45.22% ROE. Recent Q1 2026 earnings missed expectations, but the company is expanding its Organ Care System into Europe through a strategic investment in PAD Aviation. Analyst consensus remains bullish with a $108.71 price target, though margin pressure from expansion investments is a noted concern.
The outlook for TMDX is mixed; strong fundamentals and growth initiatives support long-term potential, but near-term execution risks and technical weakness pose challenges. Investors should weigh the company's competitive moat in transplant logistics against volatility from earnings misses and high valuation multiples during its expansion phase.
Trailing returns across standard periods
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →