v3.26.1
FAIR VALUE MEASUREMENTS - Schedule of Assets and Liabilities Measured at Fair Value on a Recurring Basis (Details) - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Marketable securities:    
Marketable securities: $ 463,486 $ 1,270,083
Certificates of deposit    
Marketable securities:    
Marketable securities: 6,201 14,515
Commercial paper    
Marketable securities:    
Marketable securities: 2,945 27,893
Corporate notes and bonds    
Marketable securities:    
Marketable securities: 146,460 373,383
U.S. Treasuries    
Marketable securities:    
Marketable securities:   93,639
U.S. Government agency securities    
Marketable securities:    
Marketable securities: 252,758 573,976
Level 1    
Other current assets:    
Investments in debt securities 0 0
Other assets:    
Investments in debt securities 0 0
Investment in equity instruments 0 0
Investment in tax equity fund 0 0
Total assets measured at fair value 55,122 186,677
Warranty obligations:    
Current 0 0
Non-current 0 0
Total warranty obligations measured at fair value 0 0
Total liabilities measured at fair value 0 0
Level 1 | Certificates of deposit    
Marketable securities:    
Marketable securities: 0 0
Level 1 | Commercial paper    
Marketable securities:    
Marketable securities: 0 0
Level 1 | Corporate notes and bonds    
Marketable securities:    
Marketable securities: 0 0
Level 1 | U.S. Treasuries    
Marketable securities:    
Marketable securities: 0 0
Level 1 | U.S. Government agency securities    
Marketable securities:    
Marketable securities: 0 0
Level 1 | Money market funds    
Cash equivalents:    
Cash equivalents: 55,122 186,677
Level 1 | Commercial paper    
Cash equivalents:    
Cash equivalents: 0 0
Level 1 | U.S. Treasuries    
Cash equivalents:    
Cash equivalents: 0 0
Level 2    
Other current assets:    
Investments in debt securities 0 0
Other assets:    
Investments in debt securities 5,705 6,300
Investment in equity instruments 0 0
Investment in tax equity fund 0 0
Total assets measured at fair value 414,069 1,089,706
Warranty obligations:    
Current 0 0
Non-current 0 0
Total warranty obligations measured at fair value 0 0
Total liabilities measured at fair value 0 0
Level 2 | Certificates of deposit    
Marketable securities:    
Marketable securities: 6,201 14,515
Level 2 | Commercial paper    
Marketable securities:    
Marketable securities: 2,945 12,908
Level 2 | Corporate notes and bonds    
Marketable securities:    
Marketable securities: 146,460 373,383
Level 2 | U.S. Treasuries    
Marketable securities:    
Marketable securities: 0 63,754
Level 2 | U.S. Government agency securities    
Marketable securities:    
Marketable securities: 252,758 573,976
Level 2 | Money market funds    
Cash equivalents:    
Cash equivalents: 0 0
Level 2 | Commercial paper    
Cash equivalents:    
Cash equivalents: 0 14,985
Level 2 | U.S. Treasuries    
Cash equivalents:    
Cash equivalents: 0 29,885
Level 3    
Other current assets:    
Investments in debt securities 29,353 0
Other assets:    
Investments in debt securities 52,890 55,046
Investment in equity instruments 5,000 5,000
Investment in tax equity fund 475 754
Total assets measured at fair value 87,718 60,800
Warranty obligations:    
Current 23,311 23,259
Non-current 162,136 169,963
Total warranty obligations measured at fair value 185,447 193,222
Total liabilities measured at fair value 185,447 193,222
Level 3 | Certificates of deposit    
Marketable securities:    
Marketable securities: 0 0
Level 3 | Commercial paper    
Marketable securities:    
Marketable securities: 0 0
Level 3 | Corporate notes and bonds    
Marketable securities:    
Marketable securities: 0 0
Level 3 | U.S. Treasuries    
Marketable securities:    
Marketable securities: 0 0
Level 3 | U.S. Government agency securities    
Marketable securities:    
Marketable securities: 0 0
Level 3 | Money market funds    
Cash equivalents:    
Cash equivalents: 0 0
Level 3 | Commercial paper    
Cash equivalents:    
Cash equivalents: 0 0
Level 3 | U.S. Treasuries    
Cash equivalents:    
Cash equivalents: $ 0 $ 0