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    Will Thomson Reuters’ AI Shift Redefine Its Core Moat for Investors (TSX:TRI)?

    Simply Wall St·01/08/2026 21:29:11
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    • Thomson Reuters recently announced that it released its fourth-quarter and full-year 2025 results and hosted an earnings webcast on February 5, 2026, featuring CEO Steve Hasker and CFO Mike Eastwood for investors and analysts.
    • Alongside this earnings update, growing attention on Thomson Reuters’ AI-enhanced legal, tax, and compliance platforms is underscoring its role as a core digital workflow provider for professional clients.
    • We’ll now examine how this renewed focus on Thomson Reuters’ AI-powered subscription tools may influence the company’s broader investment narrative.

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    Thomson Reuters Investment Narrative Recap

    To own Thomson Reuters, you need to believe its AI-enhanced legal, tax, and compliance platforms can keep it a core, subscription-led partner for professionals. The newly scheduled fourth-quarter and full-year 2025 results webcast itself is unlikely to change the near term focus on AI adoption as a key catalyst, nor the central risk that intensifying competition in legal technology could pressure pricing and future subscription growth.

    The November 4, 2025 update, which combined earnings, reaffirmed 2025 and 2026 organic revenue guidance, a US$0.595 quarterly dividend, and ongoing share buybacks, is particularly relevant here. It framed Thomson Reuters as a premium information services business investing heavily in generative AI while returning capital, giving investors a clearer backdrop for assessing how upcoming AI product rollouts and customer uptake might affect both growth expectations and execution risk.

    Yet while AI tools sit at the heart of the story, investors should also be aware that accelerating open source AI and in house law firm solutions could...

    Read the full narrative on Thomson Reuters (it's free!)

    Thomson Reuters' narrative projects $9.2 billion revenue and $2.1 billion earnings by 2028. This requires 7.8% yearly revenue growth and about a $0.5 billion earnings increase from $1.6 billion today.

    Uncover how Thomson Reuters' forecasts yield a CA$263.01 fair value, a 48% upside to its current price.

    Exploring Other Perspectives

    TSX:TRI 1-Year Stock Price Chart
    TSX:TRI 1-Year Stock Price Chart

    Five members of the Simply Wall St Community currently see fair value for Thomson Reuters between CA$186.45 and CA$266.01, highlighting a wide span of expectations. Against this, the key catalyst many focus on is whether AI driven workflow tools like Westlaw Advantage and CoCounsel can deepen client reliance and influence the company’s longer term performance, so it is worth comparing several viewpoints before forming your own.

    Explore 5 other fair value estimates on Thomson Reuters - why the stock might be worth just CA$186.45!

    Build Your Own Thomson Reuters Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.