THOMSON REUTERS CORP: BOFA GLOBAL RESEARCH RESUMES COVERAGE WITH NEUTRAL RATING AND TARGET PRICE OF C$135
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy TRI?
Source: moomoo
Company Overview: Thomson Reuters Corporation is a global research firm that provides information and insights across various sectors.
Rating Update: The company has received a neutral rating from BofA Global Research, indicating a stable outlook.
Price Target: The objective price set for Thomson Reuters shares is $135.
Market Implications: The neutral rating and price target suggest cautious optimism regarding the company's future performance in the market.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy TRI?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on TRI
Wall Street analysts forecast TRI stock price to rise
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 99.380
Low
160.00
Averages
192.65
High
258.00
Current: 99.380
Low
160.00
Averages
192.65
High
258.00
About TRI
Thomson Reuters Corporation is a content and technology company. The Legal Professionals segment serves law firms and governments with research and workflow products powered by technologies, including generative artificial intelligence (AI). The Corporates segment serves corporations ranging from small businesses to multinational organizations with a full suite of content-driven products, powered by technologies, including generative AI. The Tax & Accounting Professionals segment serves tax, audit and accounting firms with research and workflow products powered by technologies, including generative AI. The Reuters News segment supplies business, financial and global news and data to media organizations, professionals and news consumers through Reuters News Agency, Reuters.com, Reuters Events, Thomson Reuters products and to financial firms exclusively via LSEG products. The Global Print segment provides legal and tax information and commercial printing services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Thomson Reuters Shares Surge 14% After AI Praise
- Significant Stock Surge: Thomson Reuters (TRI) shares jumped 14% on Tuesday, marking the largest intraday gain in over two decades, reflecting positive market sentiment following praise for its legal AI product at an Anthropic-hosted event.
- User Growth Milestone: The CoCounsel platform has surpassed one million users, indicating that customers are moving beyond trial use and integrating the tool into their regular workflows, thereby enhancing market acceptance and usage frequency.
- Market Sentiment Shift: This stock rebound provides relief for investors, particularly as the company's shares have fallen over 50% since reaching a record high in July, showcasing the oscillating market sentiment around AI technology.
- Increased Competition Warning: With Anthropic launching a legal AI plug-in, concerns about intensified competition in the legal information and software sector have emerged, prompting Thomson Reuters to develop AI offerings that incorporate models from Anthropic, OpenAI, and Google Gemini to address potential market challenges.
See More
US Stocks Close Higher, Driven by Strong AI Sector Performance
- Strong Market Performance: The S&P 500 index rose by 0.81%, reaching a 1.5-week high, while the Nasdaq 100 increased by 1.41%, marking a 2-week high, reflecting strong investor confidence in AI infrastructure and software stocks.
- AI Companies Drive Market: The statement from AI startup Anthropic PBC alleviated concerns about AI disruption, and Nvidia's Q4 revenue is projected to hit $65.91 billion, further fueling optimism about demand for AI processors among investors.
- Economic Data Impact: US MBA mortgage applications rose by 0.4%, with the average 30-year fixed mortgage rate falling to 6.09%, a nearly 3.5-year low, indicating a potential recovery in buyer confidence that could stimulate the housing market.
- International Market Rally: Overseas stock markets generally rose, with the Euro Stoxx 50 reaching a new high, indicating global investor optimism about economic recovery, which further supports the upward trend in US stocks.
See More
Anthropic Launches New Tool to Support Software Industry
- Product Update: Anthropic's Tuesday event introduced updates to its Claude Cowork tool, enabling connections to platforms like Google Drive, Gmail, and Docusign, thereby enhancing office productivity and demonstrating its additive role to existing software providers.
- Market Reaction: The iShares Expanded Tech-Software Sector ETF (IGV) rose nearly 2% during Tuesday's session, recovering from a more than 4% drop on Monday, although the fund remains down 24% in 2026, reflecting the market's mixed sentiment towards AI's impact.
- Industry Analysis: Wells Fargo analyst Jason Haas highlighted that sector-specific data assets are crucial in building AI solutions, with companies like Fair Isaac, Moody's, and S&P Global likely to benefit due to their unique datasets, indicating AI as a tailwind for increased data usage.
- Collaboration Outlook: Analysts suggest that Anthropic's event indicates a willingness to partner with existing software companies rather than replace them, a collaboration model that may be underappreciated by investors, particularly in the information services sector, which could lead to more market opportunities ahead.
See More
Thomson Reuters Plans $600 Million Share Buyback
- Buyback Plan: Thomson Reuters has announced a plan to repurchase up to $600 million of its common shares under an amended normal course issuer bid approved by the Toronto Stock Exchange, which is expected to enhance shareholder value and boost market confidence.
- Capital Return: The company intends to return $605 million to shareholders through a capital return transaction, reflecting its strong cash flow position and likely attracting further investor interest.
- Market Impact: The buyback and capital return are expected to be completed by May 2026, which will provide support for the company's stock and may drive price appreciation in the short term, enhancing investor confidence.
- Strategic Importance: This buyback and capital return plan demonstrates Thomson Reuters' confidence in future growth, aiming to optimize its capital structure to enhance shareholder returns and further solidify its competitive position in the market.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 Index rose by 0.77%, the Dow Jones Industrial Average increased by 0.76%, and the Nasdaq 100 Index climbed by 1.09%, indicating a recovery after Monday's sharp declines, reflecting investor optimism regarding economic data.
- Software and Chip Stocks Surge: Following AI startup Anthropic PBC's emphasis on partnerships, software and chip manufacturers saw significant stock price increases, indicating growing market confidence in the integration of AI technologies, which could enhance their competitive positioning.
- Consumer Confidence Boost: The US February consumer confidence index rose by 2.2 to 91.2, surpassing expectations of 87.1, suggesting increased consumer optimism about the economic outlook, which may lead to higher consumer spending and positively impact economic growth.
- Interest Rates and Economic Data Focus: The market is discounting only a 2% chance of a rate cut at the Fed's March 17-18 meeting, indicating cautious investor sentiment regarding future monetary policy, while closely monitoring upcoming corporate earnings and economic data releases.
See More
Thomson Reuters Shares Surge 12% as AI Solution Gains Traction
- Stock Rebound: Thomson Reuters shares surged nearly 12% today, with a current price of $90.55 and a market cap of $36 billion, reflecting market recognition of its AI legal assistant, CoCounsel.
- Significant User Growth: CoCounsel is now utilized by 1 million legal professionals, enhancing litigation efficiency and integrating with commonly used programs like Westlaw and Microsoft 365, thereby improving workflow.
- Market Adaptability: Despite a nearly 49% decline in stock price over the past year, Thomson Reuters demonstrates adaptability in the rapidly changing software market through the launch of AI solutions like CoCounsel, with solid growth expected in 2026.
- Profitability Analysis: Currently trading at about 27 times trailing earnings, below its five-year average, Thomson Reuters achieved a 4% adjusted earnings growth in 2025 and 7% organic revenue growth, but investors must carefully assess valuations in the context of rapid AI advancements.
See More
Thomson Reuters Shares Surge 14% After AI Praise
- Significant Stock Surge: Thomson Reuters (TRI) shares jumped 14% on Tuesday, marking the largest intraday gain in over two decades, reflecting positive market sentiment following praise for its legal AI product at an Anthropic-hosted event.
- User Growth Milestone: The CoCounsel platform has surpassed one million users, indicating that customers are moving beyond trial use and integrating the tool into their regular workflows, thereby enhancing market acceptance and usage frequency.
- Market Sentiment Shift: This stock rebound provides relief for investors, particularly as the company's shares have fallen over 50% since reaching a record high in July, showcasing the oscillating market sentiment around AI technology.
- Increased Competition Warning: With Anthropic launching a legal AI plug-in, concerns about intensified competition in the legal information and software sector have emerged, prompting Thomson Reuters to develop AI offerings that incorporate models from Anthropic, OpenAI, and Google Gemini to address potential market challenges.
See More
US Stocks Close Higher, Driven by Strong AI Sector Performance
- Strong Market Performance: The S&P 500 index rose by 0.81%, reaching a 1.5-week high, while the Nasdaq 100 increased by 1.41%, marking a 2-week high, reflecting strong investor confidence in AI infrastructure and software stocks.
- AI Companies Drive Market: The statement from AI startup Anthropic PBC alleviated concerns about AI disruption, and Nvidia's Q4 revenue is projected to hit $65.91 billion, further fueling optimism about demand for AI processors among investors.
- Economic Data Impact: US MBA mortgage applications rose by 0.4%, with the average 30-year fixed mortgage rate falling to 6.09%, a nearly 3.5-year low, indicating a potential recovery in buyer confidence that could stimulate the housing market.
- International Market Rally: Overseas stock markets generally rose, with the Euro Stoxx 50 reaching a new high, indicating global investor optimism about economic recovery, which further supports the upward trend in US stocks.
See More
Anthropic Launches New Tool to Support Software Industry
- Product Update: Anthropic's Tuesday event introduced updates to its Claude Cowork tool, enabling connections to platforms like Google Drive, Gmail, and Docusign, thereby enhancing office productivity and demonstrating its additive role to existing software providers.
- Market Reaction: The iShares Expanded Tech-Software Sector ETF (IGV) rose nearly 2% during Tuesday's session, recovering from a more than 4% drop on Monday, although the fund remains down 24% in 2026, reflecting the market's mixed sentiment towards AI's impact.
- Industry Analysis: Wells Fargo analyst Jason Haas highlighted that sector-specific data assets are crucial in building AI solutions, with companies like Fair Isaac, Moody's, and S&P Global likely to benefit due to their unique datasets, indicating AI as a tailwind for increased data usage.
- Collaboration Outlook: Analysts suggest that Anthropic's event indicates a willingness to partner with existing software companies rather than replace them, a collaboration model that may be underappreciated by investors, particularly in the information services sector, which could lead to more market opportunities ahead.
See More
Thomson Reuters Plans $600 Million Share Buyback
- Buyback Plan: Thomson Reuters has announced a plan to repurchase up to $600 million of its common shares under an amended normal course issuer bid approved by the Toronto Stock Exchange, which is expected to enhance shareholder value and boost market confidence.
- Capital Return: The company intends to return $605 million to shareholders through a capital return transaction, reflecting its strong cash flow position and likely attracting further investor interest.
- Market Impact: The buyback and capital return are expected to be completed by May 2026, which will provide support for the company's stock and may drive price appreciation in the short term, enhancing investor confidence.
- Strategic Importance: This buyback and capital return plan demonstrates Thomson Reuters' confidence in future growth, aiming to optimize its capital structure to enhance shareholder returns and further solidify its competitive position in the market.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 Index rose by 0.77%, the Dow Jones Industrial Average increased by 0.76%, and the Nasdaq 100 Index climbed by 1.09%, indicating a recovery after Monday's sharp declines, reflecting investor optimism regarding economic data.
- Software and Chip Stocks Surge: Following AI startup Anthropic PBC's emphasis on partnerships, software and chip manufacturers saw significant stock price increases, indicating growing market confidence in the integration of AI technologies, which could enhance their competitive positioning.
- Consumer Confidence Boost: The US February consumer confidence index rose by 2.2 to 91.2, surpassing expectations of 87.1, suggesting increased consumer optimism about the economic outlook, which may lead to higher consumer spending and positively impact economic growth.
- Interest Rates and Economic Data Focus: The market is discounting only a 2% chance of a rate cut at the Fed's March 17-18 meeting, indicating cautious investor sentiment regarding future monetary policy, while closely monitoring upcoming corporate earnings and economic data releases.
See More
Thomson Reuters Shares Surge 12% as AI Solution Gains Traction
- Stock Rebound: Thomson Reuters shares surged nearly 12% today, with a current price of $90.55 and a market cap of $36 billion, reflecting market recognition of its AI legal assistant, CoCounsel.
- Significant User Growth: CoCounsel is now utilized by 1 million legal professionals, enhancing litigation efficiency and integrating with commonly used programs like Westlaw and Microsoft 365, thereby improving workflow.
- Market Adaptability: Despite a nearly 49% decline in stock price over the past year, Thomson Reuters demonstrates adaptability in the rapidly changing software market through the launch of AI solutions like CoCounsel, with solid growth expected in 2026.
- Profitability Analysis: Currently trading at about 27 times trailing earnings, below its five-year average, Thomson Reuters achieved a 4% adjusted earnings growth in 2025 and 7% organic revenue growth, but investors must carefully assess valuations in the context of rapid AI advancements.
See More
