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.

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Consensus
Cautious
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Valuation
Fair Value
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FTNT,FTNT
TOP PICK
Likes merger of Thomson and Reuters. Good concentration in the financials, which is a long-term opportunity for them. Near-term the market does not like this; so take advantage that the stock is down.
BUY
He bought this in 2 traunches at $33 and $35. It popped since then based on the closing of the merger and a good first quarter.
TOP PICK
You have a chance right now to get it at a bit of a discount. With the Reuters Thompson combination, you've got a powerhouse in the data management. Have a lot of growth going on in financials and legal systems.
HOLD
Has been going through a makeover in the last number of years. On the one hand, they have created a global player that could be a significant growth player. The big concern is that their customers are financial service companies. He has nibbled and taken a very small bite of this one.
TOP PICK
(A Top Pick July 13/07. Down 17%.) Doesn't expect a big move in the next couple of months, but for long-term holders, this is the place to get in. As the synergies begin to evolved, he can see this in the high $40’s - $50’s over the next couple of years.
TOP PICK
Probably the biggest e-commerce publisher in the world. Stock has gone nowhere for 10 years. Merger of Thomson and Reuters can create great cost savings and good growth down the way. In the near term, investors feel they are too exposed to the financial services business, which will hurt them. That's a short-term outlook and he will own it for the next 5 years.
TOP PICK
Pairs trade going Long Thomson Reuters (TRI-T) and Short Torstar (TS.B-T). One of the weird things happening is that people are still subscribing to newspapers but are not opening them. Contrast that with Thomson Reuters that is selling data.
BUY
The acquisition of Reuters was a great one. It increases the exposure to the financial services sector. Because of concerns on the financial, in the near term there will be some cyclical problems with this stock. Eventually they will throw off a ton of cash flow.
DON'T BUY
(Market Call Minute.) He is unconvinced. Thomson has a history of under performing and now he just gets to under perform on a bigger stage.
BUY
Just completed their merger, which created a lot of confusion with people trying to value the stock and hedge funds being involved trying to play the arbitrage. A wonderful second derivative way to play a rebound in financials. It fell with all the financials even though it is not a financial. Fabulously well run and well capitalized. A good one to salt away without the catastrophic risks of financials. Good for long-term.
BUY
A very compelling story. There will be throwing off $2 billion a year in free cash flow. The merger savings they are expected to realize is about $650 million, but expect to lose $150 million revenue.
TOP PICK
One of the leading providers of information into the legal sector and health care. Expect to see some real solid profitability increases. The synergies with the merger of Reuters are going to be huge.
TOP PICK
Reuters was an accretive acquisition that makes them one of the two pre-eminent news providers and financial services going forward with good earnings growth of 10% to 15%. Thinks there is some short covering in advance of the deal that is being completed next week.
DON'T BUY
The model price is $34.09 giving it a negative differential of 5%, which is an improvement. He has been bearish on this stock for over 5 years. His only proviso is that the Reuters acquisition has not as yet been included in his numbers.
HOLD
Looking at this one because it has become incredibly cheap at 14.5X next year's earnings based on 1st call estimates. Provides a potential opportunity.
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