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
Totally range bound between $38 and $45 for years. With the acquisition of Reuters, you have a global dominant player but there are integration risks. Credit crunch also means layoffs on Wall Street and those are the big customers. Would not buy and hold.
HOLD
Been a frustrating company to own for a number of years. Good cash flow yield. Taken on a lot of debt to do the Reuters acquisition, but thinks it will work out quite nicely. Very big acquisition and will be a lot of integration costs. Could be affected in the short term as the financial services down size because of problems, the use of their terminals may fall. If you have a 3 to 5 year view, you could make a decent profit on it.
TOP PICK
Stock has turned down since they announced the Reuters acquisition. He likes the Reuters deal. Thinks it will be a legitimate contender to Bloomberg's. Well run company.
HOLD
Merging with the Reuters organization, which will probably change their business model. Pays a dividend. Not an exciting stock.
DON'T BUY
He had thought the stock would hold above the $43 level, but something happened on a fundamental basis that knocked it down. The first sign something was happening when it broke below the 200-day moving average. $37 could possibly be a support level, but it's a falling knife.
SELL
Seeing huge deterioration in the fundamentals. Model price is $33.73, a negative 15% differential. Earnings are coming down and when the Reuters merger goes through, the balance sheet is going to get larger, which means the higher the earnings have to be.
TOP PICK
Seeing the profitability increasing now. The market has always underestimated the synergies that they might realize, both from their acquisitions and divestitures. Expects earnings per share over the next couple of years are going to go well beyond $2 a share. Cash flows are going to be well beyond $3 a share.
TOP PICK
Profitability growth play. Has been underestimated by market. Very dominant player in financial industry. From here will see a return on equity slowly increasing. Very smart, well managed company.
WAIT
It is too early to look at this stock. There is still a potential 10-15% downside still in the stock. It is best to get in around mid 30's.
BUY ON WEAKNESS
Loves it, but thinks the stock is expensive here. Buy at $40.
TOP PICK
Thnks the stock is not going to do much in the next quarter or so. Just acquired Reuters which is very well positioned outside the US. Thompson makes most of it's revenue outside of Canada, so if you want to invest outside of Canada with a Canadian stock this is a good bet.
DON'T BUY
The jury is out as to whether the Reuters deal will be positive or negative.
STRONG BUY
In the past 12 months they have completely reinvented themselves. There are not a lot of analysts’ reports that have really got into the guts of what the company has done in the last little while. A great little Buy here. Really cheap.
TOP PICK
Market is continuing to ignore the company and yet they continue to surprise on the up side. ROE, although skinny, is expanding. Feels the market underestimates what Reuters is going to do for them. Earnings should be over $2 in the next couple of years. Cash flow should be around $3.65.
TOP PICK
A lot of global portfolios are going to be looking at this as a decent long-term growth name. The merger with Reuters makes a lot of sense. Huge cost synergies. Valuation is attractive. Could become a good growth story.
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