Thomson Reuters Seen Shrugging off AI Concerns -- Market Talk

Dow Jones21:32

0832 ET - Thomson Reuters is showing no sign that artificial intelligence is hurting its business, contrary to what had been feared, according to TD Cowen's Vince Valentini in a note. The analyst says Thomson Reuters beat consensus estimates on revenue and Ebitda, with the "Big 3" segments--legal,corporates and tax--performing well, while "management did not mention any issues related to AI." He says that "guidance for FY26 was unchanged, but there was no FY27 preliminary guidance." Valentini says 1Q guidance of 7% organic revenue and 42% margins is below the 8% and 43.7% in TD's model, adding "they tend to underpromise and overdeliver on these quarterly outlooks." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

February 05, 2026 08:32 ET (13:32 GMT)

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The analyst says Thomson Reuters beat consensus estimates on revenue and Ebitda, with the \"Big 3\" segments--legal,corporates and tax--performing well, while \"management did not mention any issues related to AI.\" He says that \"guidance for FY26 was unchanged, but there was no FY27 preliminary guidance.\" Valentini says 1Q guidance of 7% organic revenue and 42% margins is below the 8% and 43.7% in TD's model, adding \"they tend to underpromise and overdeliver on these quarterly outlooks.\" (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 05, 2026 08:32 ET (13:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2360107168.USD","symbol_name":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2609037033","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609037033","pubTimestamp":1770298320,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0832 ET - Thomson Reuters is showing no sign that artificial intelligence is hurting its business, contrary to what had been feared, according to TD Cowen's Vince Valentini in a note. 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