v3.26.1
Fair Value Measurements (Tables)
6 Months Ended
Jun. 30, 2026
Fair Value Disclosures [Abstract]  
Schedule of Financial Assets and Liabilities Measured at Fair Value on Recurring Basis
The following table presents information about the Company’s financial assets and liabilities measured at fair value on a recurring basis as of June 30, 2026 and December 31, 2025, and indicates the fair value hierarchy of the valuation techniques used by the Company to determine such fair value (in thousands):
Fair Value Measurements as of
June 30, 2026
TotalLevel 1Level 2Level 3
Assets
Cash equivalents(1)
$41,222 $41,222 $— $— 
Available-for-sale securities:
United States Government-sponsored enterprises119,485 — 119,485 — 
United States Treasury securities128,300 128,300 — — 
Commercial paper19,478 — 19,478 — 
Corporate debt securities125,915 — 125,915 — 
Foreign exchange forward contracts2,234 — 2,234 — 
Total assets$436,634 $169,522 $267,112 $— 
Liabilities
Foreign exchange forward contracts$128 $— $128 $— 
Total liabilities$128 $— $128 $— 
Fair Value Measurements as of
December 31, 2025
TotalLevel 1Level 2Level 3
Assets
Cash equivalents(1)
$75,642 $75,642 $— $— 
Available-for-sale securities:
United States Government-sponsored enterprises101,995 — 101,995 — 
United States Treasury securities34,338 34,338 — — 
Commercial paper21,516 — 21,516 — 
Corporate debt securities44,183 — 44,183 — 
Total assets$277,674 $109,980 $167,694 $— 
Liabilities
Foreign exchange forward contracts
$312 $— $312 $— 
Total liabilities
$312 $— $312 $— 
(1)Generally, cash equivalents include money market funds and investments with a maturity of three months or less from the date of purchase.
Schedule of Convertible Senior Notes the Company estimated the fair value of its convertible senior notes based on Level 2 quoted market prices as follows (in thousands):
Fair Value Measurements as of
June 30, 2026December 31, 2025
Convertible Senior Notes due 2029
$304,391 $324,979 
Convertible Senior Notes due 2032
237,750 N/A
Total fair value of outstanding convertible senior notes
$542,141 $324,979 
The net carrying amount of the Notes on the condensed consolidated balance sheets consisted of the following as of June 30, 2026 and December 31, 2025 (in thousands):
June 30, 2026December 31, 2025
Principal amount:
Convertible Senior Notes Due 2029
$316,250 $316,250 
Convertible Senior Notes Due 2032
300,000 
N/A
Total principal amount616,250 316,250 
Unamortized debt issuance costs(13,673)(6,214)
Long-term senior convertible notes$602,577 $310,036 
The following table summarizes the effective interest rates for each of our convertible senior notes for the three and six months ended June 30, 2026 and 2025:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Effective interest rate:
Convertible Senior Notes Due 2025
N/A2.2 %N/A2.2 %
Convertible Senior Notes Due 2029
2.1 %2.1 %2.1 %2.1 %
Convertible Senior Notes Due 2032
0.5 %N/A0.5 %N/A