STMicroelectronics NV vs TransMedics Group Inc — how do they compare? STMicroelectronics NV trades at $54.27 (market cap $49.21B), while TransMedics Group Inc trades at $87.58 (market cap $3.10B). The key difference: STMicroelectronics NV is far larger — about 15.9× TransMedics Group Inc's market cap, and STMicroelectronics NV pays a 0.65% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| STM | TMDX | |
|---|---|---|
Market Cap | $49.21B | $3.10B |
Sector | Financials | Technology |
52-Week High | $79.91 | $150.42 |
52-Week Low | $21.20 | $61.99 |
Enterprise Value | $47.21B | $3.49B |
Dividend Yield | 0.65% | — |
Signals from Pluang's Aura AI — not financial advice
STM trades at $54.51, up 0.29% today, with a neutral technical signal and mixed earnings history. The stock shows a high P/E of 107.92 but benefits from strong cash flow and a solid balance sheet with $6.18B in cash. Recent news highlights AI data center growth potential, with management targeting over $2B in revenues by 2027, though Q3 2026 earnings expectations face scrutiny after past misses.
Outlook is cautiously optimistic with a consensus price target of $74.63, implying 37% upside, supported by 52% analyst buy ratings. Risks include execution challenges in AI initiatives, margin pressure from high capex, and sensitivity to semiconductor cycle downturns. Investor sentiment is balanced amid growth prospects and valuation concerns.
TransMedics Group (TMDX) trades at $87.42, down 1.12% on the day, with a bullish technical outlook from moving averages but bearish oscillators signaling potential overbought conditions. The company reported mixed Q2 2026 results, missing earnings estimates with EPS of $0.44 versus $0.50 expected, while revenue growth remains robust. Recent news highlights an ongoing investigation into fiduciary duties by directors, adding uncertainty.
The stock presents a cautious opportunity with strong analyst support (69% buy ratings) and a consensus price target of $99.57, implying upside, but risks include earnings volatility, margin pressures, and legal scrutiny. Fundamentals show solid profitability with a 22.69% net margin, though valuation multiples like P/E of 23.15 suggest premium pricing relative to historical norms.
Trailing returns across standard periods
Latest headlines on both assets
A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →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 →