Morningstar downgraded the economic moat rating for Thomson Reuters, citing potential disruption from artificial intelligence. Analysts expressed concerns regarding the company’s long-term competitive advantages in a rapidly evolving AI landscape. The downgrade indicates increased risks to the firm's sustainable profitability.
A separate Morningstar report noted that product innovation and portfolio optimization are accelerating growth.
Thomson Reuters shares rose 3.96% during mid-day trading on March 5. Reports do not explicitly link the share price movement to the analyst ratings.