The latest Market Talks covering the Auto and Transport sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

0742 GMT - SATS is likely to deliver consistent double-digit earnings growth through fiscal year 2028, Nomura research analysts write in a note. Earnings will likely be supported by recently secured contract wins and capacity expansion across Europe, Americas and Asia, as well as margin expansion as economics of scale improves, they say. SATS' management maintained a constructive outlook for the current fiscal year, supported by resilient cargo demand, continued growth in specialized handling services and ongoing investments into network expansion and logistics capabilities, they add. Nomura reiterates a buy rating with a target price of S$4.57. Singapore markets are closed for a holiday. (kimberley.kao@wsj.com)

2208 GMT - The prices for airline tickets are going up as the summer travel season revs up, for both last-minute buyers and fliers booking a few weeks ahead, according to Deutsche Bank analysts. Walk-up bookings last Friday, just before Memorial Day weekend, were up compared with the previous week. JetBlue tickets had the biggest jump, rising almost 27%. Flights to Mexico, the Caribbean and across the country had the biggest jumps regionally. Flights booked three weeks in advance also became more expensive across almost every airline, according to the analysis. Delta was the lone exception with slightly lower prices. Almost every destination got pricier too, except for flights to Europe and the Caribbean. (dean.seal@wsj.com)

1803 GMT - AutoCanada is stuck in a year of transition with little to drive the stock forward until the second half, says Sabahat Khan of RBC. Khan says that the auto dealership group is contending with a weak retail environment, expensive vehicles and consumers who are pulling back, especially on big ticket items. The dynamic is hitting both new and used sales. Management expects softness in the Canadian market in early 2Q, even though March and April showed sequential improvement in used vehicle profitability trends. Khan adds that operational fixes are under way, but that "performance returning to normal conditions is expected to take 9-12 months," keeping the near-term outlook muted. Shares are trading 0.3% lower at C$21.97, and are down 7.4% year-to-date.(adriano.marchese@wsj.com)

1159 GMT - Uber Technologies has had its eye on Delivery Hero for some time, Davidson analysts say in a research note. The U.S. ride-hailing company has emerged as the biggest shareholder in the German company after making sizable stake purchases in recent weeks. And now, Uber's 10 billion euro ($11.60 billion) takeover approach makes strategic sense and appears to be a reasonable valuation, the analysts add. "The addition of Delivery Hero would enable Uber to solidify its marketplace flywheel in some of its key International growth markets (particularly Asia) and continue to build on its competitive strengths in Europe," they write, noting--however--that a deal would almost certainly be scrutinized by regulators. (connor.hart@wsj.com)

1049 GMT - Ferrari's new electric vehicle is a "revolutionary and polarizing" car, Bernstein analysts write. The Luce sees Ferrari enter a segment where there has been very limited demand, while there has been no shortage of naysayers stating that this is a step too far, they add. "We take a more balanced view on the prospects for Luce. We are not surprised by the initial drop in Ferrari's stock price." The Luce departs from much of Ferrari's traditional design language, but that may not be a bad thing, Bernstein says. The majority of Ferrari buyers are existing clients, so its first EV will likely be a "must-have." At the same time, the Luce could give some buyers the chance to progress toward eligibility for Ferrari's strictly limited models. Shares fall 6.3%. (dominic.chopping@wsj.com)

0820 GMT - easyJet's flight business is expected to be loss-making this fiscal year, UBS analyst Jarrod Castle writes following the budget airline's first-half earnings last week. UBS pencils in a pretax loss for the unit of around 100 million pounds for the year ending in September compared with a profit of 500 million pounds in fiscal 2025. The holiday business will drive any profits, Castle says. UBS cuts its fiscal 2026 earnings per share forecast by 39%, and the fiscal 2027 forecast by 33%. "While there is material short term pressure the company is well capitalized (in a net cash position)," Castle says.Shares rise 1.2% to 374.80 pence. (ian.walker@wsj.com)

(END) Dow Jones Newswires

May 27, 2026 04:20 ET (08:20 GMT)

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