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
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
LexisNexis, LNN
TOP PICK
A nice play on general North American consumer/business markets. Last quarter, they surprised on the upside. Would buy under $43.
TOP PICK
Their asset, Thomson Financial, is starting to show some progress. 2 1/4% yield. Generates a lot of cash flow.
TOP PICK
Has just reported earnings which were up 50%. The big investment they've made in databases are starting to pay off. Not particularly cheap, but the earnings will continue to grow and it's not cyclical or consumer oriented.
BUY ON WEAKNESS
Earnings were good. Have raised guidance. For the first time, can see revenue growth in the high single digits and earnings growth in the low double digits.
WEAK BUY
Reported today and had pretty good numbers. The caveat is it is trading at 24/25 X forward earnings. Seems to be a little bit pricey but could be nippled at.
DON'T BUY
A great company. It needs a catalyst to get it going.
TOP PICK
Transformed the company. Economical sensitive.
HOLD
A great business. The annual average earnings growth since their merger in 1989 is about 4%. Good dividend return.
BUY
Earnings growth is in the low to mid-teens. 2 1/2 percent dividend. Boring but good.
WEAK BUY
A frustrating stock. There is a downtrend, but it's trying to work higher. Will have to be patient.
DON'T BUY
Has never been a fan of this company. Model price is $31.
DON'T BUY
Doesn't see much growth in the stock price in the next short while. Relatively expensive. Earnings growth is not there.
PAST TOP PICK
(A past top pick Feb 20/04. No change.) Still likes and feels it is undervalued. 70% of its revenue is the US which has hurt.
DON'T BUY
An exceedingly well run company. Great products. No growth and the stock is expensive.
DON'T BUY
They have a lot of competition in their sector right now which is why the stock has been stuck where it is. Well-run and good assets but think it's overvalued.
Showing 541 to 555 of 715 entries