$TMDX now averaging 38 flights per day over the past 3 days. This might be the best 3 day stretch I’ve seen since we started tracking daily flights.
Jonah Lupton
Jonah Lupton11.8. klo 03.20
As we come to the end of seasonal weakness for $TMDX, they’re averaging 37 flights per day over the past two days. Expect more big flights days in the second half of Q3 and then strong Q4. I’m still looking for $630M+ revenues in CY2025 and $820M+ revenues in CY2026. I think $TMDX will do $2.70 to $3.00 eps in CY2025 and $4.20 to $4.60 eps in CY2026. At the midpoints of my CY2025/2026 eps estimates, $TMDX is currently trading at 26x 2026 eps with 180% eps growth this year and 55% eps growth next year. $TMDX is 40-50% undervalued at current prices. $TMDX has 100% upside over next 12-18 months. Still my biggest position and not planning on trimming anytime soon.
@StoryTrading Not to mention stock might be trading at 27x 2026 eps with eps growing 45-65% next year. $TMDX is way too cheap with several major catalysts over the next 12-18 months.
@StoryTrading $TMDX up 7.6% overnight, I hope it fades pre market so I can add to my position.
@StoryTrading Guess I was right on this prediction :)
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