v3.26.1
Investments (Tables)
3 Months Ended
Aug. 01, 2026
Investments  
Schedule of investments

Investments consist of the following (in thousands):

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​

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​

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August 1,

​

April 30,

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​

  ​ ​ ​

2026

  ​ ​ ​

2026

 

Short-term investments:

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​

​

​

​

​

​

Available-for-sale securities:

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​

​

​

​

​

​

U.S. government securities

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​

161,879

​

​

137,759

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Corporate securities

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​

139,958

​

​

117,213

​

Total short-term investments

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​

301,837

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​

254,972

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Long-term investments:

​

​

​

​

​

​

​

Available-for-sale securities:

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​

​

​

​

​

​

U.S. government securities

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​

20,879

​

​

14,106

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Corporate securities

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​

11,962

​

​

6,953

​

Investments at cost

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​

8,000

​

​

8,000

​

Total long-term available-for-sale securities investments

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40,841

​

 

29,059

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Equity method investments

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​

​

​

​

​

​

Investments in limited partnership funds

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53,936

​

 

52,069

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Total equity method investments

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53,936

​

 

52,069

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Total long-term investments

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$

94,777

​

$

81,128

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Schedule of activity related to the available-for-sale investments recorded in short-term and long-term investments

The following table is a summary of the activity related to the available-for-sale investments recorded in short-term and long-term investments as of August 1, 2026 (in thousands):

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  ​ ​ ​

August 1, 2026

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​

​

​

Gross

​

Gross

​

​

​

​

​

Amortized

​

Unrealized

​

Unrealized

​

Fair

​

​

Cost

  ​ ​ ​

Gains

​

Losses

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Value

Corporate securities

​

$

152,094

​

$

—

​

$

(175)

​

$

151,919

U.S. government securities

​

​

182,985

​

​

—

​

​

(226)

​

​

182,759

Total available-for-sale securities

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$

335,079

​

$

—

​

$

(401)

​

$

334,678

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The following table is a summary of the activity related to the available-for-sale investments recorded in short-term and long-term investments as of April 30, 2026 (in thousands):

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​

​

​

​

​

​

​

​

​

​

​

​

​

​

April 30, 2026

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​

​

​

​

Gross

​

Gross

​

​

​

​

​

Amortized

​

Unrealized

​

Unrealized

​

Fair

​

​

Cost

​

Gains

​

Losses

  ​ ​ ​

Value

Corporate securities

 

$

124,306

​

$

1

​

$

(142)

​

$

124,165

U.S. government securities

​

 

151,940

​

​

1

​

​

(75)

​

​

151,866

Total available-for-sale securities

 

$

276,246

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$

2

​

$

(217)

 

$

276,031

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Schedule of unrealized gain (loss) recorded Unrealized gain (loss) recorded (in thousands):

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​

​

​

​

​

​

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Three months ended

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​

August 1, 2026

  ​ ​ ​

August 2, 2025

Net gain (loss) recognized during the period on equity securities

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$

—

​

$

2,701

Less: Net gain recognized during the period on equity securities sold during the period

​

​

—

​

​

—

Unrealized gain (loss) recognized during the period on equity securities still held at the reporting date

​

$

—

​

$

2,701