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Yandex Stock Falls 4.5% as Drone Strikes Hit Data Centers
Why is Yandex stock down today?
Yandex (YDEX) stock fell 4.5% on Friday on the Moscow Exchange after Ukrainian drone strikes hit a second Yandex data center in two days, disabling several modules.
Key numbers
| Yandex shares, Friday | -4.5%Another report: -3.75% (per [6]) |
|---|---|
| Yandex shares, Thursday | -3.4%after Sasovo fire (per [4]) |
| Supercomputers at Sasovo | 2 of 3used to train YandexGPT |
| Yandex data centers hit | 2 of 5Sasovo and Kaluga |
| User outage complaints | 58,268tracked by Detector404 (per [1]) |
What happened
Yandex (YDEX) stock fell 4.5% on Friday on the Moscow Exchange after Ukrainian drone strikes hit a second Yandex data center in two days, disabling several modules. A day earlier, drones started a fire at its Sasovo hub in the Ryazan region, forcing a full shutdown of a site with tens of thousands of servers. Sasovo holds two of Yandex's three supercomputers, which train its YandexGPT AI model using Nvidia A100 chips. Yandex has not said whether they were damaged. Yandex runs five large data centers, and two have now been hit.
Why it matters
Yandex is Russia's leading AI and technology company, and its data centers power everyday services such as cloud storage, railway websites and online shops. The strikes show that computing hubs can be attacked in war, just like power plants or oil refineries. They also put the buildings that train AI models on the list of wartime targets. For investors, they are a reminder that physical damage can hit a tech company's value quickly.
Who this affects
- MarketbearishMedium impact
- Russian tech shareholders face higher war risk; Yandex fell.
- CompanybearishHigh impact
- Yandex loses a key hub; services and AI training disrupted.
- CompetitorsmixedLow impact
- Other Russian data hubs now look like possible targets.
- IndustrybearishMedium impact
- Russia's AI work, already behind rivals, faces new setbacks.
Yandex vs Sberbank, VK, Ozon
| YandexYDEX:MOEX | -3.4% | -4.5% | 2 of 5 |
|---|---|---|---|
| SberbankSBER:MOEX | — | — | — |
| VKVKCO:MOEX | — | — | — |
| OzonOZON:MOEX | — | — | — |
As of 2026-10-09
How we got here
Since late September, Russia has hit at least 8 major data centers in Kyiv, causing internet blackouts (approximate start).
Drones start a fire at Yandex's Sasovo data center; operations fully suspended.
Second Yandex data center hit in Kaluga; several modules disabled, nine people injured.
What to watch
- Whether Yandex confirms if Sasovo supercomputers survived and the site can be restored2026-10-16
- Further Ukrainian or Russian strikes on data centers, including Yandex's three remaining sites2026-10-16
Educational content only. Not investment advice.
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