iShares Semiconductor ETF vs TransMedics Group Inc — how do they compare? iShares Semiconductor ETF trades at $559.4 (market cap $48.19B), while TransMedics Group Inc trades at $78.15 (market cap $2.74B). The key difference: iShares Semiconductor ETF is far larger — about 17.6× TransMedics Group Inc's market cap, and iShares Semiconductor ETF is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares Semiconductor ETF for 46 Days and TransMedics Group Inc for 24 Days on average.
| SOXX | TMDX | |
|---|---|---|
Market Cap | $48.19B | $2.74B |
Volume | 10,257,578 | 949,331 |
Sector | Sector/Thematic | Health |
52-Week High | $655.01 | $150.42 |
52-Week Low | $268.10 | $61.99 |
Typical Hold Time | 46 Days | 24 Days |
Enterprise Value | — | $3.13B |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $559.40, down 4.04% over the past 24 hours amid broader semiconductor sector volatility. The ETF maintains a bullish technical signal with strong moving average support, while oscillators show neutral momentum. Recent news highlights continued AI-driven semiconductor demand with projections of market growth to $2.3 trillion by 2030, though concerns about valuation premiums and Michael Burry's expanded short positions create mixed sentiment.
The semiconductor sector faces a critical juncture with AI infrastructure demand driving earnings growth while elevated valuations present headwinds. SOXX's fundamental strength depends on continued chip industry expansion, though concentration risk and potential market rotation pose significant challenges for near-term performance.
TransMedics Group (TMDX) trades at $77.87, down 3.95% on the day, amid a bearish technical signal and recent earnings misses. The company maintains strong profitability with a 22.69% net income margin and 36.28% ROE, though 2026 projections show margin compression. Analyst consensus remains bullish with a $99.75 price target, but sentiment is clouded by multiple legal investigations into fiduciary duties announced in late August and September 2026.
The stock faces near-term pressure from technical weakness and legal overhangs, but solid fundamentals and analyst conviction suggest long-term potential if execution improves. Key risks include ongoing legal scrutiny, margin pressures from heavy investment, and volatility around future earnings reports.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →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 →