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Dragos Stock (DRAG)
Cybersecurity for Industrial Control Systems
About Dragos Stock
Founded
2016
Headquarters
Hanover, MD, US
Total Funding
547M
Industries
Software, Artificial Intelligence, Data and Analytics
Dragos is an industrial cybersecurity company developing systems for critical infrastructure. Dragos claims their platform provides customers visibility into ICS and OT networks to detect security threats. Dragos develops solutions for organizations across a range of industries, including power and water utilities, energy, and manufacturing, and emerging applications like the Industrial Internet of Things (IIOT).
Dragos is was founded in 2016 and is headquartered in the Washington, DC area with a regional presence around the world, including Canada, Australia, New Zealand, Europe, and the Middle East.
Dragos Press Mentions
Stay in the know about the latest news on Dragos
Cybersecurity M&A Roundup: 37 Deals Announced in June 2026
securityweek • Jul 13, 2026
Accenture Confirms Data Breach After Hacker Claims Source Code Theft
securityweek • Jul 10, 2026
アクセンチュア、AI時代のサイバー脅威と地政学リスクに対応し、重要インフラの防御を支える統合サイバーセキュリティプラットフォームを強化
prtimes • Jul 01, 2026
Neva sgr incassa l’exit da Phosphorus dopo la vendita a Dragos
bebeez • Jun 26, 2026
Dragos Introduces EmberAI: OT-Native AI Built on a Decade of Real-World Operational Technology Expertise
itwire • Jun 25, 2026
Investors in Dragos
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Dragos Management
Leadership team at Dragos
Chief Executive Officer
Robert M. Lee
Chief Technology Officer
Jon Lavender
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Dragos Key Facts
- Historic Majority Acquisition by Accenture at a $3.2 Billion Valuation: In June 2026, Accenture announced an agreement to acquire a majority stake in Dragos at an individual company valuation of $3.2 billion. This transaction is part of a $4.175 billion deal that also sweeps in asset intelligence firm runZero and firmware security provider NetRise. Combining Dragos with these companies creates the highest-valued OT cybersecurity business . Crucially, the agreement is structured to maintain Dragos's operational independence, ensuring it continues as a vendor-neutral standalone platform.
- Acquisition of Phosphorus to Dominate the $50 Billion "xOT" Market: Furthering its aggressive inorganic growth strategy, Dragos acquired connected device security specialist Phosphorus in June 2026. This acquisition expands the Dragos Platform beyond traditional boundaries into what the company terms the Extended Operational Technology (xOT) environment, securing the billions of connected Internet of Things (IoT) devices, sensors, and adjacent IT infrastructure that interface with critical systems.
- Launching EmberAI to Counter Ransomware Demands:. To combat escalating cyberattacks on industrial infrastructure, Dragos launched EmberAI in June 2026. EmberAI is an artificial intelligence platform built specifically for industrial technology, drawing on over five petabytes of daily operational data and a decade of specialized hacker-tracking to block complex threats.
- Culture Dilution and Integration Friction: On June 18, 2026, consulting giant Accenture announced an agreement to acquire a majority stake in Dragos. While pitched as a massive opportunity to target a combined "$50 billion addressable market", industry analysts highlight major cultural and operational integration risks. Transitioning from an agile, mission-driven startup to being governed by a professional services behemoth risks alienating specialized cyber-engineering talent. Meanwhile, concurrently absorbing runZero and NetRise while attempting to maintain Dragos's "independent, vendor-neutral" identity can present a complex management challenge.
- Hyper-Targeted and Rapidly Escalating Adversary Capabilities: The threat landscape has experienced a dangerous escalation, transitioning from basic network reconnaissance to active physical process mapping. Threat groups are actively tracking industrial "control loops" to figure out how to manipulate physical operations. Operating in this highly volatile environment leaves Dragos under pressure; any future failure in its own defensive perimeter or a missed client intrusion carries catastrophic reputational risks that could erode customer trust.
- Squeezed Market Share in a Consolidated Landscape: The competitive playing field in industrial cybersecurity has become a battleground of tech giants. While Dragos was recognized as a Leader in Gartner's inaugural February 2025 Magic Quadrant for CPS Protection Platforms, it faces a squeeze from consolidated platforms. Competitors are heavily backed by large IT and workflow systems, such as ServiceNow's multi-billion-dollar acquisition of Armis. Simultaneously, broad enterprise security providers, such as Palo Alto Networks and Fortinet, are continuing to natively bundle low-cost OT security tools into their platforms. Because procurement departments increasingly favor consolidated platforms over specialized, pure-play tools, Dragos may risk losing market share if its combined software-and-services pitch with Accenture does not scale rapidly.
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