15. Net Loss per Share

Basic and diluted net loss per share attributable to common stockholders and Series A Preferred stockholders was calculated as follows (in thousands, except share and per share amounts):

 

 

Twelve Months Ended
December 31, 2025

 

 

Loss Allocation

 

 

Weighted Average
Shares Outstanding

 

 

Loss Per Share -
Basic and Diluted

 

Common Stock

$

(100,136

)

 

 

31,359,958

 

 

$

(3.19

)

Series A Preferred Stock (1)

 

(27,274

)

 

 

8,541

 

 

$

(3,193.30

)

Net loss

$

(127,410

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Period from June 18, 2024 (Inception) to December 31, 2024

 

 

Loss Allocation

 

 

Weighted Average
Shares Outstanding

 

 

Loss Per Share -
Basic and Diluted

 

Common Stock

$

(46,979

)

 

 

3,155,500

 

 

$

(14.89

)

Net loss

$

(46,979

)

 

 

 

 

 

 

 

(1) The weighted average number of shares of as-converted Series A Preferred Stock used in the loss allocation was 8,541,463 for the twelve months ended December 31, 2025.

For the computation of basic net loss per share attributable to common stockholders, the amount of weighted-average common shares outstanding excludes all shares of unvested restricted common stock as such shares are not considered outstanding for accounting purposes until vested. The amount of weighted-average shares outstanding includes the pre-funded warrants as the exercise price is negligible and these warrants are fully vested and exercisable.

The Company’s potentially dilutive securities have been excluded from the computation of diluted net loss per share as the effect would be to reduce the net loss per share. Therefore, the weighted-average number of common shares outstanding used to calculate both basic and diluted net loss per share attributable to common stockholders is the same. The potentially dilutive securities are as follows:

 

Twelve Months Ended
December 31, 2025

 

 

Period from
June 18, 2024
(Inception) to
December 31,
2024

 

Convertible preferred stock (as converted to common stock)

 

 

 

 

 

12,622,000

 

Unvested restricted stock awards

 

 

339,473

 

 

 

517,293

 

Outstanding and issued common stock options

 

 

9,736,078

 

 

 

2,392,751

 

Outstanding and issued warrant to Parade

 

 

804,519

 

 

 

 

    Total

 

 

10,880,070

 

 

 

15,532,044

 

 

About Earnings Per Share Disclosures

The earnings per share disclosure breaks down the calculation from net income to both basic and diluted EPS, revealing the full impact of a company's capital structure on per-share economics. The reconciliation between basic and diluted share counts exposes how many stock options, RSUs, convertible securities, and warrants are potentially dilutive to existing shareholders.

Key signals: a widening gap between basic and diluted shares indicates growing dilution from equity compensation or convertible instruments. Anti-dilutive securities excluded from the diluted calculation deserve attention — they represent latent dilution that will materialize if the stock price rises. Watch for the effect of share buybacks on per-share metrics: EPS growth driven primarily by repurchases rather than income growth signals weakening fundamentals. Compare year-over-year changes in the diluted share count against equity compensation expense to assess whether management is effectively managing dilution.