Seagate Technology Holdings PLC vs TransMedics Group Inc — how do they compare? Seagate Technology Holdings PLC trades at $887.81 (market cap $205.65B), while TransMedics Group Inc trades at $85.89 (market cap $3.06B). The key difference: Seagate Technology Holdings PLC is far larger — about 67.2× TransMedics Group Inc's market cap, and Seagate Technology Holdings PLC pays a 0.33% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| STX | TMDX | |
|---|---|---|
Market Cap | $205.65B | $3.06B |
Sector | Technology | Technology |
52-Week High | $1.09K | $150.42 |
52-Week Low | $193.04 | $61.99 |
Enterprise Value | $207.80B | $3.46B |
Dividend Yield | 0.33% | — |
Signals from Pluang's Aura AI — not financial advice
Seagate Technology (STX) trades at $904.38, up 6.49% today, with strong momentum driven by AI infrastructure demand. The stock shows bullish technical signals with support at $868 and resistance at $933. Recent earnings beats and robust 2026 revenue guidance of $12.2B highlight fundamental strength, though valuation ratios remain elevated with P/E at 65.06. Analyst consensus is bullish with a $1,130 price target, supported by institutional accumulation and positive media coverage of HAMR technology adoption.
Outlook: STX benefits from AI-driven storage demand and operational execution, but faces risks from high debt and competitive pressures. The stock's premium valuation requires sustained growth to justify upside. Near-term catalysts include Q3 earnings and product ramps, while macroeconomic volatility and execution missteps pose headwinds. Investor sentiment remains positive, but caution is warranted given rich multiples.
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.
Trailing returns across standard periods
Latest headlines on both assets
Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →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 →