TransMedics Group Inc. (TMDX)

TransMedics Group Inc. (TMDX $100.70)
- $100.70 P/E (TTM): 20.76X Cap: $3.45B
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Micron Technology Inc. (MU $366.24)
- $366.24 P/E (TTM): 34.81X Cap: $413.02B
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Axon Enterprise Inc. (AXON $412.81)
- $412.81 P/E (TTM): 273.38X Cap: $33.18B
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Cellebrite DI Ltd. (CLBT $14.00)
- $14.00 Cap: $3.49B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.88)
- $61.88 P/E (TTM): 30.33X Cap: $101.36B
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TransMedics Group Inc. (TMDX $100.70)
- $100.70 P/E (TTM): 20.76X Cap: $3.45B
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Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James

Read Answer Asked by James on March 20, 2026

Intuitive Surgical Inc. (ISRG $452.07)
- $452.07 P/E (TTM): 57.44X Cap: $160.54B
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Eli Lilly and Company (LLY $935.58)
- $935.58 P/E (TTM): 40.77X Cap: $883.95B
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TransMedics Group Inc. (TMDX $100.70)
- $100.70 P/E (TTM): 20.76X Cap: $3.45B
- View TMDX Profile
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Harrow Inc Com (HROW $35.31)
- $35.31 Cap: $1.31B
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Q: Can I get your thoughts on Harrow's latest quarter please? And can you please rank HROW, ISRG, LLY and TMDX for purchase/hold?
Thank you

Read Answer Asked by Neil on March 03, 2026

Axon Enterprise Inc. (AXON $412.81)
- $412.81 P/E (TTM): 273.38X Cap: $33.18B
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TransMedics Group Inc. (TMDX $100.70)
- $100.70 P/E (TTM): 20.76X Cap: $3.45B
- View TMDX Profile
- View Questions on TMDX

Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil

Read Answer Asked by Neil on February 26, 2026