v3.26.1
STOCK CAPITAL (Tables)
 6 Months Ended
Jun. 30, 2026
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Schedule of activity in the share options granted to employees and members of board of directors
   
Number of options
    
Weighted average exercise price
    
Weighted average remaining contractual term in years
    
Aggregate intrinsic value
  
Outstanding as of December 31, 2025
    
191,187
    
$
49.37
      
1.40
    
$
950
  
Exercised
    
(141,584
)
    
27.20
      
-
      
1,769
  
Forfeited or expired
    
(18,775
)
    
149.39
      
-
      
-
  
Outstanding as of June 30, 2026
    
30,828
    
$
90.30
      
2.64
    
$
588
  
Vested and expected to vest as of June 30, 2026
    
30,828
    
$
90.30
      
2.64
    
$
588
  
Exercisable as of June 30, 2026
    
30,828
    
$
90.30
      
2.64
    
$
588
  
Schedule of RSU activity
   
RSU
    
PSU
  
   
Number of
Shares
Outstanding
    
Weighted average grant date fair value
    
Number of
Shares
Outstanding
    
Weighted average grant date fair value
  
Unvested as of December 31, 2025
    
3,824,774
    
$
34.02
      
841,487
    
$
14.00
  
Granted
    
1,560,078
      
65.80
      
646,138
      
26.48
  
Vested
    
(716,695
)
    
43.85
      
-
      
-
  
Forfeited
    
(353,124
)
    
36.43
      
(121,883
)
    
49.24
  
Unvested as of June 30, 2026
    
4,315,033
    
$
43.62
      
1,365,742
    
$
16.76
  
Schedule of recognized stock-based compensation expenses
   
Three Months Ended
June 30,
    
Six Months Ended
June 30,
  
   
2026
    
2025
    
2026
    
2025
  
Stock-based compensation expenses:
                        
Cost of revenues
  
$
3,693
    
$
4,004
    
$
7,300
    
$
8,376
  
Research and development, net
    
8,403
      
9,856
      
16,464
      
25,767
  
Sales and marketing
    
3,996
      
4,342
      
8,147
      
9,084
  
General and administrative
    
3,605
      
1,059
      
7,638
      
7,460
  
Total stock-based compensation expenses
  
$
19,697
    
$
19,261
    
$
39,549
    
$
50,687
  
                                 
Stock-based compensation capitalized:
                                
Inventory
  
$
313
    
$
433
    
$
633
    
$
1,079
  
Other long-term assets
    
-
      
393
      
-
      
832
  
Total stock-based compensation capitalized
  
$
313
    
$
826
    
$
633
    
$
1,911