TransMedics Group Inc vs Viasat — how do they compare? TransMedics Group Inc trades at $85.89 (market cap $3.06B), while Viasat trades at $72.01 (market cap $10.71B). The key difference: Viasat is far larger — about 3.5× TransMedics Group Inc's market cap, and Viasat is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals.
| TMDX | VSAT | |
|---|---|---|
Market Cap | $3.06B | $10.71B |
Sector | Technology | Technology |
52-Week High | $150.42 | $89.81 |
52-Week Low | $61.99 | $28.41 |
Enterprise Value | $3.46B | $15.90B |
Signals from Pluang's Aura AI — not financial advice
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.
VSAT trades at $77.75, up 3.23% today, with a neutral technical signal. The company reported mixed Q2 2026 earnings, missing EPS estimates, but Q1 and Q4 2025 beat expectations. Revenue for 2025 was $4.52B with a net loss of $574.96M, though 2026 projections show improved profitability. Analyst consensus is balanced with 40% buy and 40% hold ratings. Recent news highlights the ViaSat-3 F3 satellite entering service in Asia-Pacific and new government contracts, signaling growth potential in satellite communications.
The outlook for VSAT is cautiously optimistic, driven by satellite deployment and government deals, but execution risks and competition from players like Starlink pose challenges. Investors should weigh the potential for revenue growth and margin improvement against high debt levels and ongoing losses. Near-term price action may hinge on Q3 2026 earnings and ViaSat-3 commercialization progress.
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Latest headlines on both assets
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 →Viasat provides satellite communications and connectivity services for aviation, maritime, government, enterprise, and consumer markets. Its network combines satellite and ground infrastructure to deliver connectivity in remote and mobile environments.
Read more on VSAT →