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.

0732 GMT – Wizz Air is managing through its breakneck capacity growth remarkably well, Bernstein analysts Alex Irving and Antoine Madre say in a research note. The next year will still be painful for the budget carrier but it should be one of transition, the analysts say. Management remains determined to stick to the plan this year—combining high fuel prices and issues surrounding geared turbofan engines—the analysts expect a net loss of more than 500 million euros. Shares trade 0.4% lower at 1,091 pence.

0642 GMT – Hero Moto Corp's ongoing diversification away from its core business of commuter motorcycles augurs well, as this provides better growth avenues, say HDFC Securities analysts in a research report. Management highlighted that demand remains good despite price increases in its internal combustion engine vehicle and electric vehicle portfolios. For India's two-wheeler industry, management expects 2Q FY 2027 to have a similar growth path as 1Q, and is positive that this industry will post double-digit growth in FY 2027. The brokerage raises the stock's target price to 7,012.00 rupees from 6,742.00 rupees, with an unchanged buy rating. Shares are 2.3% higher at 5,862.00 rupees.

0445 GMT – Qantas's bull at Macquarie will watch the Australian carrier's annual results for any information on plans for its ageing A380 craft. With elevated fuel prices and interest rates putting pressure on fiscal 2026 earnings, signs from the airline suggest A380 workloads may shrink given materially higher operating costs. Fleet renewal continues through fiscal 2028, with craft retirement seen as one lever Qantas could pull. Macquarie has an unchanged outperform rating on the stock and lowers its target price by 1.8% to 10.80 Australian dollars. Shares are down 1.4% at A$10.42.