v3.26.1
Condensed Consolidated Statements of Stockholders’ Equity (Unaudited) - USD ($)
$ in Thousands
Total
Issuance of common stock in at-the-market offering, net of offering costs
Issuance of common stock in connection with public offering, net of offering costs
Common Stock
Common Stock
Issuance of common stock in at-the-market offering, net of offering costs
Common Stock
Issuance of common stock in connection with public offering, net of offering costs
Common Stock
Restricted Stock
Additional Paid-In Capital
Additional Paid-In Capital
Issuance of common stock in at-the-market offering, net of offering costs
Additional Paid-In Capital
Issuance of common stock in connection with public offering, net of offering costs
Accumulated Deficit
Accumulated Other Comprehensive Income
Beginning balance of the period (in shares) at Dec. 31, 2024       137,706,596                
Balance as of beginning of the period at Dec. 31, 2024 $ 250,857     $ 14       $ 383,739     $ (135,109) $ 2,213
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Exercise of stock options (in shares)       318,921                
Exercise of stock options 720             720        
Issuance of stock in connection with acquisition of business (in shares)       820,840     274,339          
Issuance of stock in connection with acquisition of business 27,408             27,408        
Common stock withheld for taxes (in shares)       (66,724)                
Common stock withheld for taxes (1,595)             (1,595)        
Issuance of common stock (in shares)             134,832          
Stock-based compensation 2,311             2,311        
Change in unrealized loss on marketable debt securities (561)                     (561)
Net loss (9,810)                   (9,810)  
Ending balance of the period (in shares) at Mar. 31, 2025       139,188,804                
Balance as of end of the period at Mar. 31, 2025 269,330     $ 14       412,583     (144,919) 1,652
Beginning balance of the period (in shares) at Dec. 31, 2024       137,706,596                
Balance as of beginning of the period at Dec. 31, 2024 $ 250,857     $ 14       383,739     (135,109) 2,213
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Common stock withheld for taxes (in shares) (66,724)                      
Issuance of common stock (in shares) 1,016,098                      
Issuance of common stock $ 1,348                      
Change in unrealized loss on marketable debt securities (890)                      
Net loss (34,495)                      
Ending balance of the period (in shares) at Jun. 30, 2025       147,595,514,000                
Balance as of end of the period at Jun. 30, 2025 696,411     $ 15       864,677     (169,604) 1,323
Beginning balance of the period (in shares) at Mar. 31, 2025       139,188,804                
Balance as of beginning of the period at Mar. 31, 2025 269,330     $ 14       412,583     (144,919) 1,652
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Exercise of stock options (in shares)       697,177                
Exercise of stock options $ 628             628        
Issuance of common stock (in shares) 697,177         7,666,667 42,866          
Issuance of common stock $ 628   $ 440,102     $ 1       $ 440,101    
Stock-based compensation 11,365             11,365        
Change in unrealized loss on marketable debt securities (329)                     (329)
Net loss (24,685)                   (24,685)  
Ending balance of the period (in shares) at Jun. 30, 2025       147,595,514,000                
Balance as of end of the period at Jun. 30, 2025 $ 696,411     $ 15       864,677     (169,604) 1,323
Beginning balance of the period (in shares) at Dec. 31, 2025 160,514,103     160,514,103                
Balance as of beginning of the period at Dec. 31, 2025 $ 1,476,210     $ 16       1,715,787     (240,772) 1,179
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Exercise of stock options (in shares)       290,908                
Exercise of stock options 737             737        
Common stock withheld for taxes (in shares)       (1,280)                
Common stock withheld for taxes (75)             (75)        
Issuance of common stock (in shares)         12,376,352   687,756          
Issuance of common stock   $ 1,181,897     $ 1       $ 1,181,896      
Stock-based compensation 15,586             15,586        
Change in unrealized loss on marketable debt securities (2,661)                     (2,661)
Net loss (33,065)                      
Ending balance of the period (in shares) at Mar. 31, 2026       173,867,839                
Balance as of end of the period at Mar. 31, 2026 $ 2,638,629     $ 17       2,913,931     (273,837) (1,482)
Beginning balance of the period (in shares) at Dec. 31, 2025 160,514,103     160,514,103                
Balance as of beginning of the period at Dec. 31, 2025 $ 1,476,210     $ 16       1,715,787     (240,772) 1,179
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Common stock withheld for taxes (in shares) (1,280)                      
Issuance of common stock (in shares) 651,612 23,088,406                    
Issuance of common stock $ 1,597                      
Change in unrealized loss on marketable debt securities (5,212)                      
Net loss $ (81,601)                      
Ending balance of the period (in shares) at Jun. 30, 2026 185,090,155     185,090,155                
Balance as of end of the period at Jun. 30, 2026 $ 3,273,557     $ 18       3,599,945     (322,373) (4,033)
Beginning balance of the period (in shares) at Mar. 31, 2026       173,867,839                
Balance as of beginning of the period at Mar. 31, 2026 2,638,629     $ 17       2,913,931     (273,837) (1,482)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Exercise of stock options (in shares)       360,704                
Exercise of stock options $ 860             860        
Issuance of common stock (in shares) 360,704       10,712,054   149,558          
Issuance of common stock $ 860 $ 670,047     $ 1       $ 670,046      
Stock-based compensation 15,108             15,108       0
Change in unrealized loss on marketable debt securities (2,551)                     (2,551)
Net loss $ (48,536)                   (48,536)  
Ending balance of the period (in shares) at Jun. 30, 2026 185,090,155     185,090,155                
Balance as of end of the period at Jun. 30, 2026 $ 3,273,557     $ 18       $ 3,599,945     $ (322,373) $ (4,033)