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AI fears push down info services stocks, but Thomas Reuters shows stable earnings and buying potential.

Analyst Insights
14 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Information Services stocks have dropped over 20% since mid-2025 due to fears that AI could disrupt their business models. However, Thomas Reuters stands out with stable earnings forecasts and unique data integration that lowers risk from AI substitution. This suggests a buying opportunity amid broad sector pessimism. Meanwhile, Gartner faces more risk as AI tools could replace traditional research platforms, warranting a cautious hold approach.

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