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.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
LexisNexis, LNN
TOP PICK
Good revenues fro the information retreival side. Disciplined management. Reasonably priced compared to US peers.
BUY
Expects advertising to increase.
WEAK BUY
Very good company. A high multiple stock.
BUY ON WEAKNESS
At 2.5 Book. FMV = $32/33. Would buy at $42/43
PAST TOP PICK
(Was a top pick on Mar 13 down 6.6%) Still likes.
PAST TOP PICK
(Was a top pick on Dec 6 up 15.5%) Still likes.
BUY
Likes their focus. Not cheap based on their earnings. Shoul buy below $50, but could go up to $60.
PAST TOP PICK
(Was a top pick on Jan 18 up 9%) Still likes.
PAST TOP PICK
(Was a top pick on Nov 26 up 17%) Still likes.
PAST TOP PICK
(Was a top pick on Nov 28 up 13%) May be a little high now.
PAST TOP PICK
(Was a top pick on Jan 15 up 8%) Still likes. Good long term hold. Will be getting listed in US which will increase their exposure.
TOP PICK
Tremendous transformation. Expects margins to increase.
PAST TOP PICK
(Was a top pick on Dec 6 up 3.7%) Still likes.
DON'T BUY
Thinks the business "value" is a lot lower than shown.
TOP PICK
Dominant in the electronic media sector. Weak now.
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