$TransMedics(TMDX.US) | Stifel maintains 𝐇𝐨𝐥𝐝 on 𝐓𝐫𝐚𝐧𝐬𝐌𝐞𝐝𝐢𝐜𝐬, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟓 𝐟𝐫𝐨𝐦 $𝟖𝟓
Analyst flags rising competition concerns from XVIVO's HOPE device, cutting revenue estimates based on KOL feedback indicating a substantial market share shift.Write something you'd like to share with our community...
$TransMedics(TMDX.US) | Stifel maintains 𝐇𝐨𝐥𝐝 on 𝐓𝐫𝐚𝐧𝐬𝐌𝐞𝐝𝐢𝐜𝐬, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟓 𝐟𝐫𝐨𝐦 $𝟖𝟓
Analyst flags rising competition concerns from XVIVO's HOPE device, cutting revenue estimates based on KOL feedback indicating a substantial market share shift.

Leading domestic housing intermediary--$KE(BEKE.US) announced its Q3 2025 results on the evening of November 10th before the US stock market opened. Overall, the performance can be summarized as "not good, but not as bad as feared." Additionally, due to the recent significant pullback in the company's stock price, the low expectations implied by the relatively low stock price have led to some bottoming out and recovery. Specifically: 1. Revenue is still supportive, but profits are deeply underwater: In terms of overall performance, although the core intermediary business revenue experienced negative growth in the sluggish real estate market, it was offset by the strong performance of the slightly "bloated" rental business...


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