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v3.26.1

STOCK CAPITAL (Tables) | 3 Months Ended
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Mar. 31, 2026
Share-based Compensation Arrangement by Share-based Payment Award [Line Items] |
Schedule of activity in the share options granted to employees and members of board of directors |
|  | Number of options |  |  | Weighted average exercise price |  |  | Weighted average remaining contractual term in years |  |  | Aggregate intrinsic Value |
Outstanding as of December 31, 2025 |  |  | 191,187 |  |  | $ | 49.37 |  |  |  | 1.40 |  |  | $ | 950 |
Exercised |  |  | (141,584 | ) |  |  | 27.20 |  |  |  | - |  |  |  | 1,769 |
Forfeited or expired |  |  | (7,929 | ) |  |  | 150.09 |  |  |  | - |  |  |  | - |
Outstanding as of March 31, 2026 |  |  | 41,674 |  |  | $ | 105.54 |  |  |  | 2.14 |  |  | $ | 441 |
Vested and expected to vest as of March 31, 2026 |  |  | 41,674 |  |  | $ | 105.54 |  |  |  | 2.15 |  |  | $ | 441 |
Exercisable as of March 31, 2026 |  |  | 41,674 |  |  | $ | 105.54 |  |  |  | 2.15 |  |  | $ | 441 |
Schedule of RSU activity |
|  | RSU |  |  | PSU |
|  | Number of Shares Outstanding |  |  | Weighted average grant date fair value |  |  | Number of Shares Outstanding |  |  | Weighted average grant date fair value |
Unvested as of December 31, 2025 |  |  | 3,824,774 |  |  | $ | 34.02 |  |  |  | 841,487 |  |  | $ | 14.00 |
Granted |  |  | 396,183 |  |  |  | 34.95 |  |  |  | 618,169 |  |  |  | 37.76 |
Vested |  |  | (316,192 | ) |  |  | 48.57 |  |  |  | - |  |  |  | - |
Forfeited |  |  | (136,123 | ) |  |  | 48.12 |  |  |  | (21,201 | ) |  |  | 212.91 |
Unvested as of March 31, 2026 |  |  | 3,768,642 |  |  | $ | 32.38 |  |  |  | 1,438,455 |  |  | $ | 21.28 |
Schedule of recognized stock-based compensation expenses |
|  | Three Months Ended March 31, |
|  | 2026 |  |  | 2025 |
Stock-based compensation expenses: |  |  |  |  |  |
Cost of revenues |  | $ | 3,607 |  |  | $ | 4,372 |
Research and development, net |  |  | 8,061 |  |  |  | 15,911 |
Selling and marketing |  |  | 4,151 |  |  |  | 4,742 |
General and administrative |  |  | 4,033 |  |  |  | 6,401 |
Total stock-based compensation expenses |  | $ | 19,852 |  |  | $ | 31,426 |
Stock-based compensation capitalized: |  |  |  |  |  |  |  |
Inventory |  | $ | 320 |  |  | $ | 646 |
Other long-term assets |  |  | - |  |  |  | 439 |
Total stock-based compensation capitalized |  | $ | 320 |  |  | $ | 1,085 |

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