TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
221 watching
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Investor Insights
star iconJul 3, 2026, 12:00 am

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

Thomson Reuters Corp (TRI-T) is currently facing scrutiny due to fears that AI may disrupt its core legal and financial data services. Despite its strong fundamentals, including a solid balance sheet and consistent revenue performance, investor sentiment is cautious amid potential AI competition. While some experts highlight TRI's proprietary data as an essential asset that AI tools cannot easily replicate, others express concern over the company's competitive positioning moving forward. Many analysts suggest that TRI's valuation, although lower than past highs, remains elevated in the context of growth expectations. Ultimately, there is a general consensus that the stock, while presenting attractive opportunities for long-term investors, is undergoing a transitional phase marked by market volatility and shifting investor perceptions regarding its future performance in light of AI advancements.

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Consensus
Cautious
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Valuation
Fair Value
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LexisNexis, LNN
HOLD
Have had to be extraordinarilly patient with the stock. Was a high multiple stock. Still likes its growth strategy, supplying data base management. May take some time.
WEAK BUY
Has always been valued at a fairly high multiple. Because of this, hasn't seen too much of a total return expectation from the company. At this level, it would be a reasonable trade, but does get expensive fairly quickly because of its valuation point and the slower growth rate.
HOLD
A company that seems to be doing most of the right things, but hasn't seen the stock move at all and creating the earnings growth. Haven't given up on it yet.
DON'T BUY
A solid company, but the problem is, it doesn't generate enough free cash flow to sustain this price. Their valuation is in the $25/30 range. Margins are stretched because pricing power is not there.
PAST TOP PICK
(A Top Pick Aug 9/04. Down 2.5%.) Still likes. An enquiry in one of their divisions by Spitzer knocked the stock back Until that is resolved, the stock will be in a holding pattern.
SELL
Dead money. Has beeen going through a transition over a number of years.
TOP PICK
Has lagged. They beat expectations and raised their guidance again last quarter. Should do it again.
BUY
Growing and doing well in their core markets. Has been overvalued, but is now at the point where it can grow at the level that its cash flows are growing. Expects a 10/12% growth.
DON'T BUY
Have some great assets. Lots of cash. To make accretive acquisitions they have to pay significant $'s.
BUY
As time goes on, expects to see them expand into more and more scientific and engineering endeavours. Good long term hold.
PAST TOP PICK
(A Top Pick Aug 9/04. Down 4%.) Disappointed with the stock performance. Would still buy at this price. Made a big turn around in the last 2 quarterly earnings.
BUY
Starting to deliver on the earnings growth. Earnings should be up about 17% this year and 18% next year.
DON'T BUY
A big disappointment in Canadian blue chip stocks. Can't seem to increase their earnings enough to justify the multiple. Gave up on it 2 years ago.
DON'T BUY
Marvelous world-class company with great products. May tend to overpay for their assets at the expense of near-term earnings.
TOP PICK
very well run premium company. Good free cash will come out with very limited downside.
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