MACOM Technology vs TransMedics Group Inc — how do they compare? MACOM Technology trades at $285.83 (market cap $20.99B), while TransMedics Group Inc trades at $85.89 (market cap $3.06B). The key difference: MACOM Technology is far larger — about 6.9× TransMedics Group Inc's market cap, and MACOM Technology is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals.
| MTSI | TMDX | |
|---|---|---|
Market Cap | $20.99B | $3.06B |
Sector | Technology | Technology |
52-Week High | $409.68 | $150.42 |
52-Week Low | $122.18 | $61.99 |
Enterprise Value | $20.70B | $3.46B |
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TransMedics Group (TMDX) trades at $88.27, down 1.9% on the day, with a bullish technical signal from moving averages but mixed earnings results. The company reported strong revenue growth to $605.49M in 2025, with a net income margin of 22.69%, though profitability is expected to moderate in 2026. Recent news highlights ongoing legal investigations into fiduciary duties alongside positive coverage of growth initiatives in kidney transplantation and European expansion.
The stock presents a growth opportunity with analyst consensus pointing to a $99.57 price target, but risks include margin pressure from heavy investments and legal uncertainties. Earnings misses in recent quarters and a projected decline in net income for 2026 warrant caution, though institutional interest remains with a bullish rating from 69% of analysts.
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Latest headlines on both assets
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →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 →