v3.26.1
Condensed Consolidated Statements Of Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Follow On Public Offering
At The Market Offering
Common Stock
Common Stock
Follow On Public Offering
Common Stock
At The Market Offering
Additional Paid-in Capital
Additional Paid-in Capital
Follow On Public Offering
Additional Paid-in Capital
At The Market Offering
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2024       23,598            
Beginning balance at Dec. 31, 2024 $ 699,719     $ 2     $ 881,718     $ (182,001)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation expense 55,278           55,278      
Net income (loss) (44,056)                 (44,056)
Issuance of shares upon vesting of restricted stock units, net of tax withholdings (in shares)       244            
Issuance of shares upon vesting of restricted stock units, net of tax withholdings (27,284)           (27,284)      
Issuance of common stock upon follow-on public offering net of underwriting discounts and commissions and other offering costs (in shares)         2,012 150        
Issuance of common stock upon follow-on public offering net of underwriting discounts and commissions and other offering costs   $ 387,329 $ 29,695   $ 1     $ 387,328 $ 29,695  
Issuance of common stock in connection with At-The-Market offering net of underwriting discounts and commissions and other offering costs (in shares)         2,012 150        
Issuance of common stock in connection with At-The-Market offering net of underwriting discounts and commissions and other offering costs   387,329 29,695   $ 1     387,328 29,695  
Ending balance (in shares) at Jun. 30, 2025       26,004            
Ending balance at Jun. 30, 2025 1,100,681     $ 3     1,326,735     (226,057)
Beginning balance (in shares) at Mar. 31, 2025       23,722            
Beginning balance at Mar. 31, 2025 692,514     $ 2     898,390     (205,878)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation expense 25,128           25,128      
Net income (loss) (20,179)                 (20,179)
Issuance of shares upon vesting of restricted stock units, net of tax withholdings (in shares)       120            
Issuance of shares upon vesting of restricted stock units, net of tax withholdings (13,806)           (13,806)      
Issuance of common stock upon follow-on public offering net of underwriting discounts and commissions and other offering costs (in shares)         2,012 150        
Issuance of common stock upon follow-on public offering net of underwriting discounts and commissions and other offering costs   387,329 29,695   $ 1     387,328 29,695  
Issuance of common stock in connection with At-The-Market offering net of underwriting discounts and commissions and other offering costs (in shares)         2,012 150        
Issuance of common stock in connection with At-The-Market offering net of underwriting discounts and commissions and other offering costs   $ 387,329 $ 29,695   $ 1     $ 387,328 $ 29,695  
Ending balance (in shares) at Jun. 30, 2025       26,004            
Ending balance at Jun. 30, 2025 $ 1,100,681     $ 3     1,326,735     (226,057)
Beginning balance (in shares) at Dec. 31, 2025 26,299     26,299            
Beginning balance at Dec. 31, 2025 $ 1,156,182     $ 3     1,381,083     (224,904)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation expense 64,746           64,746      
Net income (loss) 12,939                 12,939
Purchase of capped call options (121,500)           (121,500)      
Issuance of shares upon vesting of restricted stock units, net of tax withholdings (in shares)       213            
Issuance of shares upon vesting of restricted stock units, net of tax withholdings $ (87,315)           (87,315)      
Ending balance (in shares) at Jun. 30, 2026 26,512     26,512            
Ending balance at Jun. 30, 2026 $ 1,025,052     $ 3     1,237,014     (211,965)
Beginning balance (in shares) at Mar. 31, 2026       26,397            
Beginning balance at Mar. 31, 2026 1,158,978     $ 3     1,389,096     (230,121)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation expense 28,902           28,902      
Net income (loss) 18,156                 18,156
Purchase of capped call options (121,500)           (121,500)      
Issuance of shares upon vesting of restricted stock units, net of tax withholdings (in shares)       115            
Issuance of shares upon vesting of restricted stock units, net of tax withholdings $ (59,484)           (59,484)      
Ending balance (in shares) at Jun. 30, 2026 26,512     26,512            
Ending balance at Jun. 30, 2026 $ 1,025,052     $ 3     $ 1,237,014     $ (211,965)