Thomson Reuters Seen as Strengthening Its Competitive Position in AI -- Market Talk

Dow Jones
Feb 10

0751 ET - Thomson Reuters is in an "asymmetric set-up now to the upside," says RBC's Drew McReynolds in a report. The analyst believes the media and technology conglomerate's growth ceiling has risen, and the risk-reward profile has improved. He says that "total addressable market evolution is the most important determinant in assessing the growth and risk profile of the stock," and he says that over the past 6 months his belief has grown that the firm will sustain or strengthen its competitive position within legal and tax verticals over the next 3-5 years with agentic AI. McReynolds adds that the potential upside versus downside trade-off in the stock has become more attractive following the pullback. RBC upgrades Thomson Reuters to outperform from sector perform. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

February 10, 2026 07:51 ET (12:51 GMT)

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