TransMedics Group Inc vs Upstart Holdings Inc — how do they compare? TransMedics Group Inc trades at $87.08 (market cap $3.10B), while Upstart Holdings Inc trades at $29.11 (market cap $2.91B). The key difference: TransMedics Group Inc and Upstart Holdings Inc are close in size by market cap, and TransMedics Group Inc is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals.
| TMDX | UPST | |
|---|---|---|
Market Cap | $3.10B | $2.91B |
Sector | Technology | Financials |
52-Week High | $150.42 | $73.76 |
52-Week Low | $61.99 | $24.22 |
Enterprise Value | $3.49B | — |
Signals from Pluang's Aura AI — not financial advice
TransMedics Group (TMDX) trades at $87.02, down 1.57% today, amid mixed signals. The stock shows a bullish technical trend with moving averages supporting upside, but oscillators like RSI indicate overbought conditions near 78. Fundamentally, the company reported record Q2 2026 revenue but missed earnings estimates, with net income margin declining to 22.69% from 31.42% in 2025. Recent news highlights an ongoing investigation into fiduciary duties by Rosen Law Firm, adding uncertainty.
The outlook remains cautiously optimistic with a consensus price target of $99.57, implying 14% upside, supported by strong analyst buy ratings (69%). However, risks include earnings volatility, margin pressure from rising costs, and legal scrutiny. Investors should weigh robust revenue growth against execution risks and elevated valuation multiples like a P/E of 23.15.
Upstart trades at $29.23, down 3.24% today, with a bearish technical signal despite recent Q2 2026 earnings beat showing 42% revenue growth and return to GAAP profitability. The stock faces valuation compression concerns with a P/E of 57.48, while analyst consensus remains divided with a $47.20 price target suggesting significant upside potential from current levels.
The outlook balances strong AI-driven loan origination growth against persistent earnings misses and negative cash flow from operations. Key risks include high short interest at 27% and sensitivity to interest rate environment, though institutional sentiment appears cautiously optimistic given the 45% buy rating distribution.
Trailing returns across standard periods
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →