v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF SHAREHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2024   102,995    
Beginning balance at Dec. 31, 2024 $ 816,273 $ 103 $ 884,995 $ (68,825)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Stock-based compensation cost 3,337   3,337  
Issuance of equity awards, net (in shares)   789    
Issuance of equity awards, net 0 $ 1 (1)  
Tax withholdings paid for net settlement of equity awards (2,723)   (2,723)  
Net income 9,602     9,602
Ending balance (in shares) at Mar. 31, 2025   103,784    
Ending balance at Mar. 31, 2025 826,489 $ 104 885,608 (59,223)
Beginning balance (in shares) at Dec. 31, 2024   102,995    
Beginning balance at Dec. 31, 2024 816,273 $ 103 884,995 (68,825)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net income 82      
Ending balance (in shares) at Sep. 30, 2025   103,982    
Ending balance at Sep. 30, 2025 826,210 $ 104 894,849 (68,743)
Beginning balance (in shares) at Mar. 31, 2025   103,784    
Beginning balance at Mar. 31, 2025 826,489 $ 104 885,608 (59,223)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Stock-based compensation cost 4,733   4,733  
Issuance of equity awards, net (in shares)   184    
Tax withholdings paid for net settlement of equity awards (94)   (94)  
Net income (7,155)     (7,155)
Ending balance (in shares) at Jun. 30, 2025   103,968    
Ending balance at Jun. 30, 2025 823,973 $ 104 890,247 (66,378)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Stock-based compensation cost 4,625   4,625  
Issuance of equity awards, net (in shares)   14    
Tax withholdings paid for net settlement of equity awards (23)   (23)  
Net income (2,365)     (2,365)
Ending balance (in shares) at Sep. 30, 2025   103,982    
Ending balance at Sep. 30, 2025 826,210 $ 104 894,849 (68,743)
Beginning balance (in shares) at Dec. 31, 2025   104,310    
Beginning balance at Dec. 31, 2025 829,842 $ 104 897,739 (68,001)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Stock-based compensation cost 4,671   4,671  
Issuance of common stock under public equity offering (in shares)   17,250    
Issuance of common stock under public equity offering 164,306 $ 17 164,289  
Costs related to issuance of common stock under public equity offering (932)   (932)  
Issuance of equity awards, net (in shares)   1,057    
Issuance of equity awards, net 0 $ 1 (1)  
Tax withholdings paid for net settlement of equity awards (5,571)   (5,571)  
Net income (3,643)     (3,643)
Ending balance (in shares) at Mar. 31, 2026   122,617    
Ending balance at Mar. 31, 2026 988,673 $ 122 1,060,195 (71,644)
Beginning balance (in shares) at Dec. 31, 2025   104,310    
Beginning balance at Dec. 31, 2025 829,842 $ 104 897,739 (68,001)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net income 1,262      
Ending balance (in shares) at Sep. 30, 2026   122,859    
Ending balance at Sep. 30, 2026 976,320 $ 123 1,042,936 (66,739)
Beginning balance (in shares) at Mar. 31, 2026   122,617    
Beginning balance at Mar. 31, 2026 988,673 $ 122 1,060,195 (71,644)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Stock-based compensation cost 5,950   5,950  
Costs related to issuance of common stock under public equity offering (272)   (272)  
Issuance of equity awards, net (in shares)   207    
Issuance of equity awards, net 92 $ 1 91  
Purchase of capped calls related to convertible senior notes, net of deferred tax impact (28,879)   (28,879)  
Tax withholdings paid for net settlement of equity awards (26)   (26)  
Net income (8,113)     (8,113)
Ending balance (in shares) at Jun. 30, 2026   122,824    
Ending balance at Jun. 30, 2026 957,425 $ 123 1,037,059 (79,757)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Stock-based compensation cost 6,021   6,021  
Issuance of equity awards, net (in shares)   35    
Issuance of equity awards, net 0      
Tax withholdings paid for net settlement of equity awards (144)   (144)  
Net income 13,018     13,018
Ending balance (in shares) at Sep. 30, 2026   122,859    
Ending balance at Sep. 30, 2026 $ 976,320 $ 123 $ 1,042,936 $ (66,739)