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 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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Similar
FTNT,FTNT
BUY
A great story. Reuters acquisition will prove to be a superb deal once they get all of the synergies working. Should have significant earnings growth. (Note: If you but on the TSX it trades at about $5 a share more than in London England.)
PAST TOP PICK
(A Top Pick Aug 2/07. Down 27%.) Reflects concerns of people about unemployment in financials. Acquisition of Reuters gives them good exposure to commodity markets and Asia. Still buying but through TRIN-Q, which is 20% cheaper.
BUY
Electronic data base systems for lawyers, medical and financials. Dreadful performer, which is surprising. Sufficient cost cuts from the Reuter’s acquisition to drive earnings for the next couple of years at least. If you own, you can dollar cost average here. Expects a couple of decent quarters to come.
DON'T BUY
Sector that is largely out of favour right now. Too expensive for him. Other companies such as Torstar (TS.B-T) or Lee Enterprises (LEE-N) are more attractive. An area that will survive but you have to pick your spots.
PAST TOP PICK
(A Top Pick July 13/07. Down 27%.) Fears of what is happening in the financial services are punishing the stock. With more layoffs, there may be less demand for their services but the market overlooks the strength they have in the legal and scientific areas. Still a Buy.
BUY ON WEAKNESS
Information services company. Acquired Reuters, which is directly tied to the financial industry. Have been some concerns about the headwinds they are facing. Overall he very much likes the company. Synergies will be realized over the next few years. 13X forward earnings is starting to look interesting. Would like to see it under $30.
PARTIAL BUY
Reuters was a major acquisition and he thinks this will be fabulous in the long run. Given them an even bigger footprint in the financial area, which the market doesn’t like. Buying when it is out of favour is a great idea. He bought a half position only.
DON'T BUY
This is a work in progress. The stock is cheap enough but looking at what Thomson paid for Reuters, somebody got hosed. He can't see the upside yet.
TOP PICK
They sell added value information. Information is more important than it ever was. This is going to be an absolute cash machine. Feels it has decent level of 5% to 15% growth. Huge cash flow.
TOP PICK
Has come off quite a bit in the last year because of concerns on financial services area, which is a major market for them. However, they are also highly exposed to the legal and scientific areas. Think the market is underestimating what the synergies might be from the merger of Thompson and Reuters.
BUY
(Market Call Minute.) One of his favourite stocks.
PAST TOP PICK
(A Top Pick Aug 2/07. Down 14%.) Has been a disappointment perennially, but still likes. Reuters acquisition was good. Going to be a great stock 2-3 years out. Sold this for a capital loss and bought Thomson Reuters PLC (TRIN-Q) (same company) which trades at a 12% to 13% discount.
TOP PICK
Off 20% over the last year. Reuters has a big exposure to the financial world. Their information product to lawyers, accountants, etc. becomes more valuable.
TOP PICK
Information provider by electronic delivery. As demand for information increases, this should be a decent story. Have exposure in the Asian Pacific region that could overcome their potential weaknesses in the financial industry in North America.
COMMENT
Has never been a fan of Thomson. It has now down this merger with Reuters and is getting away from the paper business into the electronic screen business. He would like to see 6 months to a year of operations to see what happens.
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