v3.26.3
Condensed Consolidated Statements of Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
ATM
Confidentially marketed public offering
Common Stock Issued
Common Stock Issued
ATM
Common Stock Issued
Confidentially marketed public offering
Additional Paid-in Capital
Additional Paid-in Capital
ATM
Additional Paid-in Capital
Confidentially marketed public offering
Retained Deficit
Balance at the beginning (in shares) at Dec. 31, 2024       42,621            
Balance at the beginning at Dec. 31, 2024 $ 104,285     $ 426     $ 189,298     $ (85,439)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation 2,144           2,144      
Stock issued on vesting of RSUs (in shares)       577            
Stock issued on vesting of RSUs 0     $ 6     (6)      
Taxes paid on vesting of RSUs (in shares)       (184)            
Taxes paid on vesting of RSUs (2,352)     $ (2)     (2,350)      
Net income (loss) 42,111                 42,111
Balance at the end (in shares) at Sep. 30, 2025       43,014            
Balance at the end at Sep. 30, 2025 146,188     $ 430     189,086     (43,328)
Balance at the beginning (in shares) at Dec. 31, 2024       42,621            
Balance at the beginning at Dec. 31, 2024 $ 104,285     $ 426     189,298     (85,439)
Balance at the end (in shares) at Dec. 31, 2025 43,817     43,817            
Balance at the end at Dec. 31, 2025 $ 159,833     $ 438     202,963     (43,568)
Balance at the beginning (in shares) at Jun. 30, 2025       42,978            
Balance at the beginning at Jun. 30, 2025 122,153     $ 430     188,935     (67,212)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation 585           585      
Stock issued on vesting of RSUs (in shares)       64            
Stock issued on vesting of RSUs 0     $ 1     (1)      
Taxes paid on vesting of RSUs (in shares)       (28)            
Taxes paid on vesting of RSUs (434)     $ (1)     (433)      
Net income (loss) 23,884                 23,884
Balance at the end (in shares) at Sep. 30, 2025       43,014            
Balance at the end at Sep. 30, 2025 $ 146,188     $ 430     189,086     (43,328)
Balance at the beginning (in shares) at Dec. 31, 2025 43,817     43,817            
Balance at the beginning at Dec. 31, 2025 $ 159,833     $ 438     202,963     (43,568)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation 3,730           3,730      
Stock issued on vesting of RSUs (in shares)       213            
Stock issued on vesting of RSUs (1,451)     $ 2     (1,453)      
Taxes paid on vesting of RSUs (in shares)       (88)            
Taxes paid on vesting of RSUs 0     $ (1)     1      
Stock issued in offering, net of issuance costs (in shares)         11 3,194        
Stock issued in offering, net of issuance costs   $ 189 $ 53,764     $ 32   $ 189 $ 53,732  
Net income (loss) $ (29,053)                 (29,053)
Balance at the end (in shares) at Sep. 30, 2026 47,147     47,147            
Balance at the end at Sep. 30, 2026 $ 187,012     $ 471     259,162     (72,621)
Balance at the beginning (in shares) at Jun. 30, 2026       47,144            
Balance at the beginning at Jun. 30, 2026 190,332     $ 471     257,985     (68,124)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Stock-based compensation 1,187           1,187      
Stock issued on vesting of RSUs (in shares)       3            
Stock issued on vesting of RSUs (10)           (10)      
Net income (loss) $ (4,497)                 (4,497)
Balance at the end (in shares) at Sep. 30, 2026 47,147     47,147            
Balance at the end at Sep. 30, 2026 $ 187,012     $ 471     $ 259,162     $ (72,621)