Analysts expect Thomson Reuters to report Q1 2026 revenue of $2.06 billion and EPS of $1.21, with the current stock price of $95.69 trading well below the average analyst price target of $148.23.
Investors are primarily focused on the growth of GenAI-enabled annualized contract value, which is anticipated to reach 30% this quarter as the company integrates its CoCounsel AI assistant.
This report follows a $605 million return of capital and proportional share consolidation effective May 4. Management has reaffirmed a 2026 organic revenue growth target of 7.5% to 8.0%, driven by sustained momentum in its Legal, Corporate, and Tax & Accounting professional segments.