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Compare Cloudflare Inc (NET) vs TransMedics Group Inc (TMDX) Price & Performance

Cloudflare IncTrade
TransMedics Group IncTrade

Price performance (Past 24H)

Key statistics

Cloudflare Inc vs TransMedics Group Inc — how do they compare? Cloudflare Inc trades at $310.96 (market cap $109.31B), while TransMedics Group Inc trades at $87.35 (market cap $3.10B). The key difference: Cloudflare Inc is far larger — about 35.3× TransMedics Group Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals.

NETTMDX
Market Cap
$109.31B$3.10B
Sector
TechnologyTechnology
52-Week High
$310.40$150.42
52-Week Low
$160.16$61.99
Enterprise Value
$108.67B$3.49B

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Cloudflare Inc

Cloudflare (NET) trades at $314.30, up 1.26% today and near its 52-week high, with a bullish technical outlook supported by moving averages. The company shows strong revenue growth, with Q2 2026 sales up 36% year-over-year to $696.1 million, and has beaten EPS estimates for three consecutive quarters. However, it remains unprofitable with a net income margin of -8.21% and carries a premium valuation with a P/S ratio of 42.99.

The investment case hinges on Cloudflare's leadership in cloud security and AI-driven demand, but high valuation and persistent losses pose risks. Analyst consensus is bullish with a $337.10 price target, though competitive pressures and execution challenges could impact growth.

TransMedics Group Inc

TransMedics Group (TMDX) trades at $86.43, down 2.24% amid recent earnings misses but maintains strong analyst support with a $99.57 consensus target. The stock shows bullish technical signals with support at $84-87, though RSI levels suggest overbought conditions. Fundamentally, the company demonstrates robust profitability with 58.69% gross margins and 22.69% net income margins, despite recent quarterly earnings falling short of expectations.

Investment outlook remains positive given strong institutional backing and growth potential in organ transplant technology, though risks include ongoing fiduciary investigations and margin pressure from increased operating costs. The stock offers 15% upside to consensus targets but requires monitoring of Q3 earnings performance and legal developments.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About Cloudflare Inc

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.

Read more on NET

About TransMedics Group Inc

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