TSE:TRI

Thomson Reuters Corp (TRI.TO)

146.24
-7.73 (5.02%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Thomson Reuters Corp (TRI) is currently facing significant market skepticism regarding the potential impact of artificial intelligence (AI) on its core legal and financial data services. Despite fears that AI might replace critical aspects of its services, many analysts argue that TRI's extensive proprietary data gives it a strong competitive advantage that will persist in the long term. The company recently showed solid financial performance, including stable topline growth, a significant free cash flow increase, and ongoing share buybacks. While there are concerns about valuation and the market's response to AI developments, sentiments are cautiously optimistic for those willing to view TRI as a long-term investment. Analysts suggest that TRI might be undervalued at its current price, providing an attractive entry point for new investors amidst the prevailing fears.

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Consensus
Cautious
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Valuation
Fair Value
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BUY ON WEAKNESS
On his watch list. Has a little trouble with the valuation. Likes the company, which is doing the right things. Would like $35 as an entry point. Has always traded at a premium valuation. Low $40-$41 target a year out.
BUY
Likes the long-term story. Strong free cash flow growth. Likely to increase dividends over time. 3% yield.
PAST TOP PICK
(A Top Pick Aug 12/09. Up 11.85%.) Still a buy.
PAST TOP PICK
(A Top Pick Dec 14/09. Up 17.53%.) Still likes.
BUY
Likes long-term outlook. Merger with Reuters was good. Coming out with new software/platforms. Long-term hold.
PAST TOP PICK
(A Top Pick Sept 2/09. Up 19%.) Synergies they got from Reuters acquisition exceeded expectations. One of the big fears was that much of their business was coming out of the financial sector. Developing a lot of new products in the last year and will pick up market share. Still a buy. Mid-$40's in the next couple of years.
TOP PICK
Spent 18-24 months putting the 2 companies together, which has been a drain on free cash flow. Free cash flow should rise substantially in 2011.Increased dividends over the last couple of years at a slower rate but once they get the cash flow kick it could be increased at a faster pace and could buy back shares again.
PAST TOP PICK
(Top Pick Sept 11/09, Up 8%) Quite optimistic on the outlook for this one still.
PAST TOP PICK
(A Top Pick Aug 7/09. Up 6.15%.)
PAST TOP PICK
(Top Pick Dec 14/09, Up 8.52%) Still likes it.
PAST TOP PICK
(Top Pick Sep 02/09, Up 10% Total Return) With fears of recession and economic problems and slowdown in the markets, they have pulled back. But they are doing well in other fields – scientific and legal division. Profitability is slowly improving. He likes the formula of rising profitability and dominant player.
PAST TOP PICK
(A Top Pick June 12/09. Up 11.68%.) Still likes.
PAST TOP PICK
(A Top Pick Aug 7/09. Up almost 5%.) The kind of service that is going to be used globally. An opportunity to get into a true Canadian multinational. Expecting good earnings growth.
PAST TOP PICK
(A Top Pick Sept 2/09. Up 20%.) Hoping to see it in the low $40's. Profitability lower than expected. New product launches will make them more competitive, particularly in the financial sector.
PAST TOP PICK
(Top Pick Aug 7/09, Up 8%) Earnings have come on and the multiple has come down. Reasonable growth potential.
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