TSE:TRI

Thomson Reuters Corp (TRI.TO)

146.24
-7.73 (5.02%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
221 watching
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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 facing significant market concerns regarding the impact of AI on its core services, particularly in the legal and accounting sectors. While many experts believe that the fears are overstated and that TRI's proprietary data and long-standing client relationships will insulate it from AI disruption, there is a recognition that the stock has traded at high valuations historically. Despite recent sell-offs attributed to AI fears, some analysts see a potential for recovery, citing the company's consistent topline growth and expansion in AI-driven products. The overall sentiment appears to lean toward the positive, with several experts suggesting that current pricing presents a buying opportunity, albeit with cautious sentiments surrounding market volatility. In contrast, others advocate for a wait-and-see approach, indicating that clarity on TRI's long-term positioning in light of AI advancements is needed.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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FTNT,FTNT
DON'T BUY
Doesn't like this business right now because their business is selling financial news to clients. That market is not heading north right now.
TOP PICK
Feeling fallout from the financial side, which will defer some future profitability. Dominant player in the information fields for professionals, particularly legal as well as scientific. Can see them earning $3-$3.50 over the next 3 to 5 years.
BUY
Quasi-financial and has performed with what has been happening on financials. Think the Reuters merger was very positive and will generate significant earnings growth in the next 2 to 3 years. You need to see or sustained improvement in the financial sector to get a steady performance in the stock. (Cheaper through Nasdaq so has a bigger yield. TRIN-Q)
TOP PICK
Responded quite strongly since November selloff. Still maintain they can grow in 09 vs. 08. A lot of their database services will be in demand as part of the fix on what has been going on. Becoming an oligopoly. Trading at 13 X earnings. 4.5% yield.
COMMENT
Chart is quite choppy. Right now it is trying to stay above its 200-day moving average at around the $32.50 level. Moving averages have started to turn over. You may be able to pick up a little cheaper based on previous lows. Could come back to around $29 were you could Buy. The next few days will be critical. If I can get back above $33 with good volume, you might be able to buy it then.
TOP PICK
Great free cash flow company. A much better balanced company than it was. Another way to play this is to take out the ADR (Thomson Reuters PLC (TRIN-Q)) listed in the US, which gives you about a 20% discount to the Canadian price.
PAST TOP PICK
(A Top Pick Apr 25/08. Down 9%.) The challenge is that so much of their revenue comes from the financial services, which is the deeply contracting industry. The legal side is really hanging in there.
PAST TOP PICK
(A Top Pick Dec 10/07. Down 7%.) Exposure to financial markets is substantial but in a position where they are integrating Reuters acquisition and will have competitive products with Bloomberg. Also have legal, scientific and information sites.
TOP PICK
Becoming a dominant player in providing information to the financial markets, lawyers and accountants. Inexpensive stock.
PAST TOP PICK
(A Top Pick Apr 25/08. Down 24%.) Selling financial information to brokers wasn't as lucrative as was thought. Still likes this and is almost certainly a double as the economy recovers,
TOP PICK
Despite 1 year into the financial crisis, they were able to grow their top line in every single major vertical that they are in. Merger with Reuters is going ahead of schedule. Cost cutting is other than expected. Margins are stable or growing. Trades at 13 X earnings. 4.5% yield.
COMMENT
If you like the market today, you could buy this at these prices. He is very satisfied with the services they have offered him as well as their customized backup. Longer term, the stock has only one way to go and that is Up.
TOP PICK
Large provider of information to business, legal and scientific community. Thinks the work in the legal community will increase.
BUY
If you like it, it makes sense to go and buy it with the ADRs. Stock is down because of concerns about the slow down during the last down turn with less purchasing of financial data. Stronger company longer term. The third quarter was the strongest ever for their foreign exchange business.
BUY
Likes it. Buy it in the UK, where it has a 15% discount, but you can’t exchange with Canadian shares.
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