v3.26.1
Share-Based Compensation (Tables)
6 Months Ended
Jun. 27, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Shares Available for Grant
The following table summarizes the shares available for issuance under the Amended and Restated 2018 Equity Incentive Plan:
Shares Available for Issuance
Shares available for issuance at December 31, 2025(1)
10,310,481 
Authorized7,176,019 
Granted(11,106,936)
Shares withheld to cover taxes3,234,470 
Forfeited(2)
976,394 
Shares available for issuance at June 27, 2026(3)
10,590,428 
____________
(1) Shares available for issuance under the Amended and Restated 2018 Equity Incentive Plan includes 70,946 and 145,660 shares at June 27, 2026 and December 31, 2025, respectively, that may be issued pursuant to 2024 PSUs, if 200% of the applicable performance target is achieved.
(2) Includes forfeiture of 74,714 shares reserved for issuance for a potential 200% achievement of the Tranche 2 2024 PSUs. See Performance Stock Units—2024 PSUs below.
(3) Shares available for issuance under the Amended and Restated 2018 Equity Incentive Plan at June 27, 2026 after deducting 20,309,683 shares that are reserved for issuance under MIP PSU awards to certain key employees in 2025 (MIP PSUs), including 1,913,097 shares reserved for issuance pursuant to Anti-Dilution Increases in respect of the MIP PSUs, in the six months ended June 27, 2026, at maximum payout. Includes 70,946 shares reserved for issuance pursuant to 2024 PSUs if 200% of the applicable performance target is achieved.
The following table summarizes the shares available for issuance under the Inducement Plan:
Shares Available for Issuance
Shares available for issuance at December 31, 2025
— 
Authorized10,000,000 
Granted(566,315)
Forfeited
— 
Shares available for issuance at June 27, 2026
9,433,685 
The following valuation assumptions were used in the Monte Carlo simulation for the 2024 PSUs granted on March 1, 2024:
AssumptionAs of March 1, 2024
Expected term (years)2.8
Expected volatility78.7%
Average correlation21.4%
Risk-free interest rate4.36%
Dividend yield0%
Measurement date stock price$9.77
Schedule of Stock Options
Following are the assumptions used in the Black-Scholes valuation model for options granted under the Amended and Restated Equity Incentive Plan and the 2026 Inducement Plan during the periods shown below:
Three Months EndedSix Months Ended
June 27, 2026June 28, 2025June 27, 2026June 28, 2025
Risk-free interest rate4.0%N/A4.0%N/A
Average expected term (years)4.0N/A4.0N/A
Expected volatility113.9%N/A113.9%N/A
Dividend yieldN/AN/AN/AN/A
Schedule of Stock Option Activity
The following table summarizes the Company’s stock option activity during the six months ended June 27, 2026 under the Amended and Restated 2018 Equity Incentive Plan and the 2026 Inducement Plan:
Number
of
Stock
Options
Weighted
Average
Exercise
Price
Weighted
Average
Remaining
Contractual
Life (Years)
Aggregate
Intrinsic
Value (in thousands)(1)
Outstanding at December 31, 2025
3,974,337 $25.24 5.3$— 
Granted(2)
790,900 $0.83 $— 
Exercised— $— $— 
Canceled/Forfeited(125,076)$6.80 $— 
Outstanding at June 27, 2026
4,640,161 $21.58 5.9$— 
Vested and exercisable at June 27, 2026
3,384,913 $27.73 4.8$— 
Vested and expected to vest at June 27, 2026
4,485,683 $22.19 5.8$— 
____________
(1) Aggregate intrinsic value is calculated as the difference between the value of common stock on the transaction date and the exercise price multiplied by the number of shares issuable under the stock option. Aggregate intrinsic value of shares outstanding at the beginning and end of the reporting period is calculated as the difference between the value of common stock on the beginning and end dates, respectively, and the exercise price multiplied by the number of shares outstanding.
(2) Includes 236,221 options granted under the 2026 Inducement Plan.
Schedule of RSU activity
The following table summarizes the Company’s RSU activity during the six months ended June 27, 2026 under the Amended and Restated 2018 Equity Incentive Plan and the 2026 Inducement Plan:
Number of UnitsWeighted Average
Grant Date Fair Value Per Unit
Unvested at December 31, 2025
35,344,345 $1.27 
Granted(1)
8,416,517 $0.48 
Vested(2)
(1,029,982)$3.92 
Canceled/Forfeited(704,258)$1.68 
Unvested at June 27, 2026
42,026,622 $1.04 
____________
(1) Includes 4,264,723 RSUs granted pursuant to Anti-Dilution Increases resulting from the conversion of $68.8 million in aggregate principal amount of the 2030 Notes into 57,408,142 shares of the Company’s common stock. Also includes 330,094 RSUs granted pursuant to the 2026 Inducement Plan.
(2) Includes 363,510 shares of common stock that were withheld to cover taxes on the release of vested RSUs and became available for future issuance pursuant to the Amended and Restated 2018 Equity Incentive Plan.
The following table summarizes the Company’s 2024 PSU activity during the six months ended June 27, 2026:
Number of UnitsWeighted Average Grant Date Fair Value Per Unit
Unvested at December 31, 2025
145,660 $14.88 
Granted— $— 
Vested— $— 
Canceled/Forfeited(74,714)$14.50 
Unvested at June 27, 2026
70,946 $15.27 
Schedule of Share-Based Payment Arrangement, Performance Shares, Outstanding Activity
Number of UnitsGrant Date Fair Value Per UnitPerformance Period
Tranche I80,307 $13.49 January 1, 2024 - December 31, 2024
Tranche II74,714 $14.50 January 1, 2024 - December 31, 2025
Tranche III70,946 $15.27 January 1, 2024 - December 31, 2026
The shares subject to each performance period (the “Target PSUs”) vest on the last day of the respective performance period in an amount equal to the applicable percentage set forth below for the Relative TSR Performance for such performance period, so long as the applicable executive remains a service provider through such date:
Relative TSR Performance(1)
Percentage Applicable to the
Relative TSR Performance
Less than 30th percentile
0%
30th percentile
50%
50th percentile
100%
80th percentile and above
200%
____________
(1)Straight-line interpolation shall determine the Percentage Applicable to the Relative TSR Performance when Relative TSR Performance is between the 30th and 50th percentiles or between the 50th and 80th percentiles.
Share-Based Payment Arrangement, Performance Shares, Activity
The following table summarizes the Company’s MIP PSU activity during the six months ended June 27, 2026:
Number of UnitsWeighted Average Grant Date Fair Value Per Unit
Unvested at December 31, 2025
— $— 
Granted10,154,868 $— 
Vested— $— 
Canceled/Forfeited— $— 
Unvested at June 27, 2026
10,154,868 $—