Thomson Reuters Undervalued After Clockwork.ai Partnership and $1 Billion Buyback

Saturday, Aug 23, 2025 6:35 am ET1min read

Thomson Reuters has formed a partnership with Clockwork.ai and launched a $1 billion share repurchase program. The company aims to deliver faster, data-rich insights for clients through AI-driven financial planning tools. Analysts believe Thomson Reuters is undervalued, with expected future earnings and profit margins increasing its intrinsic value. The company's rollout of agentic AI solutions is driving higher subscription revenue and potential price increases.

Thomson Reuters has formed a strategic partnership with Clockwork.ai, a leading AI-native Financial Planning and Analysis (FP&A) platform, to enhance its advisory services for accounting firms. The collaboration aims to provide real-time forecasting, weekly cash flow projections, and AI-powered scenario modeling, empowering accountants to deliver high-impact insights at scale [1].

The partnership addresses a critical market need by turning client data into actionable insights for cash flow, financial planning, and analysis. Clockwork's advanced AI capabilities are integrated into Thomson Reuters' extensive network of accounting professionals, positioning it as a comprehensive FP&A solution [1].

Additionally, Thomson Reuters has announced a $1 billion share repurchase program, which is part of its commitment to boosting shareholder returns and earnings per share (EPS) amid cautious market conditions [2]. The program, a normal course issuer bid (NCIB), allows the company to repurchase up to 10 million shares (2.22% of its outstanding shares) through open market transactions, private agreements, and Rule 10b5-1 plans [2].

Analysts believe Thomson Reuters is undervalued, with expected future earnings and profit margins increasing its intrinsic value. The company's rollout of agentic AI solutions is driving higher subscription revenue and potential price increases, further enhancing its financial performance [2].

References:
[1] https://www.prnewswire.com/news-releases/clockworkai-partners-with-thomson-reuters-to-bring-firms-ai-powered-fpa-advisory-services-302534987.html
[2] https://www.ainvest.com/news/thomson-reuters-1-billion-share-buyback-strategic-move-risky-gamble-2508/

Thomson Reuters Undervalued After Clockwork.ai Partnership and $1 Billion Buyback

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