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Stock impact report

Thomson Reuters: Stock Multiple Isn't Going Anywhere Until AI Debate Resolves [Seeking Alpha]

Thomson Reuters Corp - Common Shares (TRI) 
Last thomson reuters corp - common shares earnings: 2/25 06:30 am Check Earnings Report
US:NYSE Investor Relations: ir.thomsonreuters.com
Company Research Source: Seeking Alpha
Q4 2025 saw solid organic growth and expanding EBITDA margins, but segment margin trends were mixed, and bottom-line gains may not offset strategic risks. Claude's legal plugin threatens TRI's new logo growth by potentially shifting client budgets and workflow ownership away from TRI's core research products. Despite TRI's valuation multiple compressing to 19.7x forward earnings, structural uncertainty over terminal growth justifies caution and limits re-rating potential. JHVEPhoto/iStock Editorial via Getty Images Investment action I had a hold rating for Thomson Reuters Corporation ( TRI ) previously, as I was worried about the FY2026 growth outlook given the headwinds in the CP and LP segments. The key issue This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my o Show less Read more
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