异动解读 | TransMedics Group股价盘中重挫5%,摩根大通下调评级至"中性"

异动解读
17 Dec 2024

TransMedics Group Inc.(TMDX)股价今日盘中大跌5.01%,引发了市场广泛关注。

消息面上,券商摩根大通将该公司股票评级从"增持"下调至"中性",并将目标价从116美元大幅下调至75美元。

摩根大通认为,近期前景存在不确定性,因为第三季度及当前第四季度的疲软状况仍未改善。该公司2025年20%至25%的销售增长指引,看起来可以达到但难以超越,前景并不太明朗。相较之下,较小的中型成长型公司需要在近期表现出有意义的上行,才能真正跑赢大盘。因此,该行将该股评级下调至"中性"较为合理。

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