v3.26.3
Consolidated Statements of Stockholders' Equity - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Deficit
Beginning balance at Dec. 31, 2024 $ 57,015 $ 5 $ 1,179,797 $ (1,122,787)
Balance (in shares) at Dec. 31, 2024   48,667,587    
Stock-based compensation 23,647   23,647  
Issuance of common stock upon exercise of options 17,035   17,035  
Issuance of common stock upon exercise of options (in shares)   331,853    
Issuance of common stock upon vesting of RSUs (in shares)   60,835    
Issuance of common stock upon financing 19,257   19,257  
Issuance of common stock upon financing (in shares)   156,484    
Shares tendered for withholding taxes (4,336)   (4,336)  
Net loss (59,413)     (59,413)
Ending balance at Mar. 31, 2025 53,205 $ 5 1,235,400 (1,182,200)
Balance (in shares) at Mar. 31, 2025   49,216,759    
Beginning balance at Dec. 31, 2024 57,015 $ 5 1,179,797 (1,122,787)
Balance (in shares) at Dec. 31, 2024   48,667,587    
Net loss (154,615)      
Ending balance at Sep. 30, 2025 73,727 $ 5 1,351,124 (1,277,402)
Balance (in shares) at Sep. 30, 2025   50,307,834    
Beginning balance at Mar. 31, 2025 53,205 $ 5 1,235,400 (1,182,200)
Balance (in shares) at Mar. 31, 2025   49,216,759    
Stock-based compensation 24,954   24,954  
Issuance of common stock upon exercise of options and under employee stock purchase plan (in shares)   276,280    
Issuance of common stock upon exercise of options and under employee stock purchase plan 11,661   11,661  
Issuance of common stock upon vesting of RSUs (in shares)   15,776    
Issuance of common stock upon financing 32,116   32,116  
Issuance of common stock upon financing (in shares)   306,486    
Shares tendered for withholding taxes (888)   (888)  
Net loss (47,973)     (47,973)
Ending balance at Jun. 30, 2025 73,075 $ 5 1,303,243 (1,230,173)
Balance (in shares) at Jun. 30, 2025   49,815,301    
Stock-based compensation 23,442   23,442  
Issuance of common stock upon exercise of options 15,524   15,524  
Issuance of common stock upon exercise of options (in shares)   389,542    
Issuance of common stock upon vesting of RSUs (in shares)   14,479    
Issuance of common stock upon financing 9,757   9,757  
Issuance of common stock upon financing (in shares)   88,512    
Shares tendered for withholding taxes (842)   (842)  
Net loss (47,229)     (47,229)
Ending balance at Sep. 30, 2025 73,727 $ 5 1,351,124 (1,277,402)
Balance (in shares) at Sep. 30, 2025   50,307,834    
Beginning balance at Dec. 31, 2025 $ 88,295 $ 5 1,394,251 (1,305,961)
Balance (in shares) at Dec. 31, 2025 50,882,766 50,882,766    
Stock-based compensation $ 23,906   23,906  
Issuance of common stock upon exercise of options 9,981   9,981  
Issuance of common stock upon exercise of options (in shares)   412,310    
Issuance of common stock upon vesting of RSUs (in shares)   89,567    
Issuance of common stock upon financing 6,248   6,248  
Issuance of common stock upon financing (in shares)   35,802    
Shares tendered for withholding taxes (9,301)   (9,301)  
Net loss (64,542)     (64,542)
Ending balance at Mar. 31, 2026 54,587 $ 5 1,425,085 (1,370,503)
Balance (in shares) at Mar. 31, 2026   51,420,445    
Beginning balance at Dec. 31, 2025 $ 88,295 $ 5 1,394,251 (1,305,961)
Balance (in shares) at Dec. 31, 2025 50,882,766 50,882,766    
Issuance of common stock upon exercise of options (in shares) 1,322,905      
Net loss $ (128,733)      
Ending balance at Sep. 30, 2026 $ 105,434 $ 5 1,540,123 (1,434,694)
Balance (in shares) at Sep. 30, 2026 52,576,839 52,576,839    
Beginning balance at Mar. 31, 2026 $ 54,587 $ 5 1,425,085 (1,370,503)
Balance (in shares) at Mar. 31, 2026   51,420,445    
Stock-based compensation 27,625   27,625  
Issuance of common stock upon exercise of options and under employee stock purchase plan (in shares)   755,644    
Issuance of common stock upon exercise of options and under employee stock purchase plan 41,968   41,968  
Issuance of common stock upon vesting of RSUs (in shares)   28,979    
Issuance of common stock upon financing 13,272   13,272  
Issuance of common stock upon exercise of warrants (in shares)   40,177    
Issuance of common stock upon financing (in shares)   54,644    
Shares tendered for withholding taxes (2,834)   (2,834)  
Net loss (51,314)     (51,314)
Ending balance at Jun. 30, 2026 83,304 $ 5 1,505,116 (1,421,817)
Balance (in shares) at Jun. 30, 2026   52,299,889    
Stock-based compensation 26,792   26,792  
Issuance of common stock upon exercise of options and under employee stock purchase plan (in shares)   261,171    
Issuance of common stock upon exercise of options and under employee stock purchase plan 10,060   10,060  
Issuance of common stock upon vesting of RSUs (in shares)   15,779    
Shares tendered for withholding taxes (1,845)   (1,845)  
Net loss (12,877)     (12,877)
Ending balance at Sep. 30, 2026 $ 105,434 $ 5 $ 1,540,123 $ (1,434,694)
Balance (in shares) at Sep. 30, 2026 52,576,839 52,576,839