WATCH LIVE
timothy sykes logo
TRI Extends Anthropic AI Deal As Earnings Beat Expectations Thumbnail
G Google News

TRI Extends Anthropic AI Deal As Earnings Beat Expectations

ELLIS HOBBS•UPDATED MAY. 17, 2026, 10:07 AM ET
Reviewed by Matt Monacoand Fact-checked by Bryce Tuohey

Thomson Reuters Corp stocks have been trading up by 5.33 percent on optimism around its latest AI-driven data platform launch.

What Traders Need To Know

  • Q1 2026 showed 10% total revenue growth, 8% organic, and 10% adjusted EPS growth, with Thomson Reuters Corp reaffirming 2026 guidance and lifting the dividend 10% while executing major capital returns.
  • Earnings of $1.23 per share on $2.09B revenue modestly topped Street estimates, as TRI highlighted strong demand for AI-driven tools across law, tax, audit, and compliance workflows.
  • An expanded Anthropic partnership brings Claude AI deeper into CoCounsel Legal via Model Context Protocol, supporting TRI’s push for “fiduciary-grade” AI in the legal market.
  • CFRA upgraded TRI to Buy after the stock dropped about 28% year-to-date, arguing AI risk looks less severe than feared and pointing to solid growth in the core Legal segment.
  • Scotiabank and Barclays cut price targets on valuation and sector concerns but kept positive ratings, while TD Securities raised its target, underscoring split sentiment around the name.

Candlestick Chart

Weekly Update May 11 – May 15, 2026: On Sunday, May 17, 2026 Thomson Reuters Corp stock [NASDAQ: TRI] is trending up by 5.33%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Industrials industry expert:

Analyst sentiment – positive

Thomson Reuters (TRI) sits in the top tier of information‑driven business services with software‑like economics: EBIT margin 20% and EBITDA margin ~30% on $7.5B revenue, with ROE ~20% and ROIC low double digits, comfortably ahead of Industrials and in line with high‑quality information services peers. Balance sheet risk is low (debt/equity 0.18x, interest coverage 15.6x), funding aggressive capital returns (3.2% dividend yield plus buybacks) off robust free cash flow (FCF/EV ~3.5–4%).

Technically, TRI is in a short‑term downtrend but showing signs of basing. The weekly tape shows a sharp break from ~$89 to a low near $79, then a rebound closing last at $83.25, with intraday 5‑minute action indicating dip‑buying emerging around $82.50–83.00. The key actionable level is $79 support: buyers have clearly defended it; a sustained break below $79 would open downside toward $75, while reclaiming and holding above $86 would confirm a trend reversal.

Fundamentally and from a catalyst perspective, TRI is outperforming sector benchmarks: 8–9% organic growth, margin expansion, and double‑digit EPS growth compare favorably to typical mid‑single‑digit growth in Industrials and Corporate Services. The expanded Anthropic partnership and “fiduciary‑grade AI” positioning reinforce its moat rather than erode it, contrary to market fears that have driven the stock down ~28% YTD. I view TRI as a mispriced compounder with a 12‑month fair value of $105, key support $79 and initial resistance $90.

More Breaking News

Quick Financial Overview

TRI’s Q1 2026 numbers show a business still in an expansion phase. Total revenue grew 10%, with 8% organic growth, while adjusted EBITDA and adjusted EPS both rose about 9–10%. Revenue of roughly $2.09B and adjusted EPS of $1.23 slightly beat consensus, a useful data point when the market is worried about AI disruption across data and software peers.

The broader guidance picture for Thomson Reuters Corp remains steady. Management reaffirmed a 2026 outlook for 7.5–8% revenue growth, around a 100 bps margin lift, and about $2.1B in free cash flow. Profitability metrics back this up: EBIT margin sits near 20%, EBITDA margin around 30%, and return on equity close to 20%. A price/earnings ratio near 25 and price-to-sales around 4.9 suggest the stock still trades at a quality premium, but not at the extremes seen in prior years.

On the balance sheet, total debt to equity is low at roughly 0.18, interest coverage is solid around 15.6, and leverage is contained. Cash generation is strong, with about $505M operating cash flow and $349M free cash flow in the latest quarter, even after heavy capital returns and buybacks. The dividend yield is a bit above 3%, helped by a recent 10% hike. Key for traders, though, is price action: weekly data show TRI sliding from the high $80s toward the high $70s before bouncing back above $83, while a recent intraday range from about $79 to just under $83 signals active dip-buying after news.

Conclusion

This is stock news, not investment advice. Timothy Sykes News delivers real-time stock market news focused on key catalysts driving short-term price movements. Our content is tailored for active traders and investors seeking to capitalize on rapid price fluctuations, particularly in volatile sectors like penny stocks. Readers come to us for detailed coverage on earnings reports, mergers, FDA approvals, new contracts, and unusual trading volumes that can trigger significant short-term price action. Some users utilize our news to explain sudden stock movements, while others rely on it for diligent research into potential investment opportunities.

Dive deeper into the world of trading with Timothy Sykes, renowned for his expertise in penny stocks. Explore his top picks and discover the strategies that have propelled him to success with these articles:

Once you’ve got some stocks on watch, elevate your trading game with StocksToTrade the ultimate platform for traders. With specialized tools for swing and day trading, StocksToTrade will guide you through the market’s twists and turns.
Dig into StocksToTrade’s watchlists here:

How much has this post helped you?

(0 votes, average: 0 out of 5)
Leave a reply

* Results are not typical and will vary from person to person. Making money trading stocks takes time, dedication, and hard work. There are inherent risks involved with investing in the stock market, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk. See Terms of Service here

The available research on day trading suggests that most active traders lose money. Fees and overtrading are major contributors to these losses.

A 2000 study called “Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors” evaluated 66,465 U.S. households that held stocks from 1991 to 1996. The households that traded most averaged an 11.4% annual return during a period where the overall market gained 17.9%. These lower returns were attributed to overconfidence.

A 2014 paper (revised 2019) titled “Learning Fast or Slow?” analyzed the complete transaction history of the Taiwan Stock Exchange between 1992 and 2006. It looked at the ongoing performance of day traders in this sample, and found that 97% of day traders can expect to lose money from trading, and more than 90% of all day trading volume can be traced to investors who predictably lose money. Additionally, it tied the behavior of gamblers and drivers who get more speeding tickets to overtrading, and cited studies showing that legalized gambling has an inverse effect on trading volume.

A 2019 research study (revised 2020) called “Day Trading for a Living?” observed 19,646 Brazilian futures contract traders who started day trading from 2013 to 2015, and recorded two years of their trading activity. The study authors found that 97% of traders with more than 300 days actively trading lost money, and only 1.1% earned more than the Brazilian minimum wage ($16 USD per day). They hypothesized that the greater returns shown in previous studies did not differentiate between frequent day traders and those who traded rarely, and that more frequent trading activity decreases the chance of profitability.

These studies show the wide variance of the available data on day trading profitability. One thing that seems clear from the research is that most day traders lose money .

Millionaire Media 66 W Flagler St. Ste. 900 Miami, FL 33130 United States (888) 878-3621 This is for information purposes only as Millionaire Media LLC nor Timothy Sykes is registered as a securities broker-dealer or an investment adviser. No information herein is intended as securities brokerage, investment, tax, accounting or legal advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation or sponsorship of any company, security or fund. Millionaire Media LLC and Timothy Sykes cannot and does not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The reader bears responsibility for his/her own investment research and decisions, should seek the advice of a qualified securities professional before making any investment, and investigate and fully understand any and all risks before investing. Millionaire Media LLC and Timothy Sykes in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned in communications or websites. In addition, Millionaire Media LLC and Timothy Sykes accepts no liability whatsoever for any direct or consequential loss arising from any use of this information. This information is not intended to be used as the sole basis of any investment decision, nor should it be construed as advice designed to meet the investment needs of any particular investor. Past performance is not necessarily indicative of future returns.

Citations for Disclaimer

Barber, Brad M. and Odean, Terrance, Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors. Available at SSRN: “Day Trading for a Living?”

Barber, Brad M. and Lee, Yi-Tsung and Liu, Yu-Jane and Odean, Terrance and Zhang, Ke, Learning Fast or Slow? (May 28, 2019). Forthcoming: Review of Asset Pricing Studies, Available at SSRN: “https://ssrn.com/abstract=2535636”

Chague, Fernando and De-Losso, Rodrigo and Giovannetti, Bruno, Day Trading for a Living? (June 11, 2020). Available at SSRN: “https://ssrn.com/abstract=3423101”