$TRI is showing strong organic growth, but the stock continues to face significant pressure extending a year-long decline of over 50 percent 👀 🧐 THE BULL CASE 💵 ORGANIC REVENUE: Grew 8% (exceeding 2025 performance) 💰 ADJUSTED EPS: $1.23 VS $1.12 (🔺10% YoY) 💸 ADJUSTED EBITDA: $881M (🔺9% YoY) 🌊 FREE CASH FLOW: $332M (🔺19% from the prior year) 🏛️ "BIG THREE" SEGMENT REVENUE: Legal Professionals, Corporate, & Tax (🔺9% from the prior year) 🤖 GENAI-ENABLED ADOPTION: Reached 30% of Annual Contract Value 👤 Management expects further growth in its AI-enabled products (Westlaw & CoCounsel) 🤔 THE BEAR CASE 📑 PRINT REVENUE: Fell by 5% (expected as the industry shifts to digital) 🎭 Potential competition in AI-enabled products. 💲 Escalating development costs for AI and Large Language Models. 😱 MARKET REACTION 📉 Positive corporate results are currently being overshadowed by cautious investor sentiment, fueled by competitive uncertainty and the costs of integrating new AI technology. 💬 The current profitability of AI integration is just the beginning of the long-term growth potential! 🌼 https://link.blossomsocial.com/7uYa/2f1jteia ℹ️ ca.investing.com/news/stock-market-news/earnings-call-transcript-thomson-reuters-sees-strong-q1-2026-growth-stock-dips-93CH-4627198
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2 Comments
John
@mattersian · 5mo
I have strong conviction in TRI
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