Why is TCS falling today?

Global weakness after a Nasdaq tech selloff, combined with Anthropic AI fears, weighed on large-cap IT. Cautious broker commentary on growth and pricing added pressure. On 4 February, shares even dipped below ₹3,050 intraday, as NewsX reported. Together, these factors hurt sentiment and drove TCS lower today.

Is the current dip a buying opportunity for TCS?

It depends on your time frame. Traders may wait for stability around recent reference zones and use tight risk controls. Long-term investors can assess order pipelines, pricing, margins, and AI monetisation. Staggered entries can reduce timing risk while you watch global cues and sector flows.

How do Anthropic’s AI tools affect Indian IT firms?

They raise questions on pricing and delivery models as clients test automation at scale. Vendors with strong AI practices can still win by integrating platforms, improving productivity, and defending wallet share. Clear proof of value and disciplined pricing will decide winners as adoption grows across enterprise workloads.

What should I track to gauge near-term direction?

Watch US tech market tone, key macro prints, and any client budget updates. Monitor commentary on AI, cloud spending, and large deal conversion. Price action around recent reference zones, changes in the Nifty IT index, and broker revisions can offer early signals on momentum.

Global Market Insights

TCS Stock Today, February 6: AI Jitters and Nasdaq Drop Hit Shares

ByHuzaifa Zahoor February 6, 2026February 6, 2026

TCS share price today slipped as the Nifty IT index tracked global risk-off. The Nasdaq tech selloff and Anthropic AI fears pressured large-cap IT. Tata Consultancy Services (TCS) saw sentiment turn cautious as investors weighed disruption risk and softer US cues. We break down why TCS moved, how sector dynamics matter, and what levels and catalysts to watch. For Indian investors, the focus now is on durability of deal pipelines, pricing, and AI monetisation as global conditions stay mixed.