AI Will Not Replace The Entire Information Services Industry: Buy Thomson Reuters, Hold Gartner

AI disruption fears have compressed multiples across Information Services players, but TRI's exclusive data and regulatory integration reduce substitution risk. Stable 2026 EPS estimates across the sector indicate AI has not yet materially impacted revenues, with valuation compression driving stock declines. I see a buying opportunity in Thomas Reuters due to the disconnect between earnings stability and bearish sentiment.