TSE:TRI

Thomson Reuters Corp (TRI.TO)

127.04
+6.32 (5.24%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
221 watching
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Investor Insights
star iconJul 24, 2026, 12:00 am

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

Thomson Reuters Corp (TRI) has been experiencing significant scrutiny in the market due to concerns about the impact of artificial intelligence (AI) on its core businesses, particularly in the legal and accounting sectors. While many analysts acknowledge the company's strong financial fundamentals, including consistent topline growth and a robust balance sheet, fears surrounding AI's potential to disrupt their proprietary data remain prevalent. Opinions are divided; some believe TRI's unique data offerings will enable it to withstand AI-related challenges, while others express skepticism about the stock's future trajectory, given its previous high valuation and current trading multiples. Overall, the market sentiment towards TRI is cautious, indicating potential for both recovery and continued volatility in the stock's price as it navigates these AI-driven uncertainties.

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Consensus
Cautious
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Valuation
Fair Value
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COMMENT
Acquiring Reuters Group (RTRSY-Q) resulting in a drop in price. May be a short-term blip. MACD was starting to wane just prior to the run-up. (Part of the discretionary sector, which is starting to wane in general too.) Wait to see how this plays out.
DON'T BUY
A stock that he could never understand why anybody owned it. Increasingly under attack by free source information on the Internet. Acquiring Reuters Group (RTRSY-Q), makes sense.
TOP PICK
Likes this, particularly under $50. Likes the look of their prospects for growing the return on equity. Revenues are growing 7%-9%. Will be selling their learning division this summer.
TOP PICK
Likes to buy this one when it pulls back. An outstanding company that is very well managed and financially very strong. Will be selling their learning division that could give them cash flow increase.
COMMENT
Sold his holdings on the $50 spike. Evolved into an Internet e-company, mostly library and finance. This is growth, but not huge growth. Valuation is 20 X earnings. Would look at it under $45.
BUY
Great company. Made the transformation from a paper publisher to an electronic publisher. Earnings have been creeping up, so the valuation is becoming better. In the longer term, it should be a good investment.
PAST TOP PICK
(A Top Pick Apr 24/06. Up 10%.) Still an exciting stock. A lot of portfolio managers are looking at it and wanting it to have it as a major part of their portfolios. Coming out of a huge base, which means it should go up. Still a Buy.
BUY
Has gone through a metamorphosis of a large newspaper publisher to an Internet services provider. Pretty good earnings.
PAST TOP PICK
(A Top Pick Jan 31/07. Down 3.2%.) Well positioned in a number of different data base sectors, which is a growing field. Also likes its defensive nature and their ability to generate organic growth. Good record of increasing dividends.
DON'T BUY
P/E is fairly high. A great company with a high valuation. Earnings growth is about 10%. Would consider buying in the low $40's.
TOP PICK
Has always admired their ability to analyze what they do. Dominate legal and investment information sector. Technically, it looks like it wants to break out.
DON'T BUY
An electronic publishing company. Has a very high multiple and is much higher than its growth rate has been. Fully valued.
BUY
A defensive holding. Had a nice pop over the last 2-3 months and the market is getting little more comfortable with the name. Expects the company to grow at about 12% on a year-over-year basis. Reasonable dividend yield.
DON'T BUY
His model price is going up indicating that the business fundamentals are going up. Unfortunately, his model price of $41.40 is underneath the stock price of $50. A negative 16% differential.
TOP PICK
A great defensive company. Recently sold its learning division. Well positioned in the global economy to benefit from the increasing use of technology to access information. Not exposed to the consumer.
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