Annual report [Section 13 and 15(d), not S-K Item 405]

Marketable Securities

v3.26.1
Marketable Securities
12 Months Ended
Jan. 31, 2026
Investments, Debt and Equity Securities [Abstract]  
Marketable Securities Marketable Securities
The following is a summary of available-for-sale marketable securities, excluding those securities classified within cash and cash equivalents on the consolidated balance sheets:
January 31, 2026
(in thousands) Amortized
Cost
Unrealized
Gains
Unrealized Losses
Fair
Value
Corporate bonds $ 129,930  $ 60  $ (16) $ 129,974 
Municipal bonds 17,854  (2) 17,855 
U.S. government and agency securities 115,473  14  (33) 115,454 
Certificates of deposit 29,391  19  (1) 29,409 
Commercial paper 46,838  11  (4) 46,845 
Marketable securities $ 339,486  $ 107  $ (56) $ 339,537 
January 31, 2025
(in thousands)
Amortized
Cost
Unrealized
Gains
Unrealized Losses Fair
Value
Corporate bonds $ 106,632  $ 48  $ (26) $ 106,654 
Municipal bonds 12,752  —  (7) 12,745 
U.S. government and agency securities 120,032  28  (52) 120,008 
Certificates of deposit 34,584  27  —  34,611 
Commercial paper 64,180  16  (25) 64,171 
Marketable securities $ 338,180  $ 119  $ (110) $ 338,189 
As of January 31, 2026 and 2025, the maturities of available-for-sale marketable securities did not exceed 12 months. Interest income from cash and cash equivalents and marketable securities was $20.2 million, $26.0 million, and $30.2 million for the years ended January 31, 2026, 2025, and 2024, respectively.
There were 27 and 40 debt securities in an unrealized loss position as of January 31, 2026 and 2025, respectively. The estimated fair value of these debt securities, for which an allowance for credit losses was not recorded, was $125.7 million and $140.0 million as of January 31, 2026 and 2025, respectively. There were no expected credit losses recorded against the Company’s investment securities as of January 31, 2026 and 2025.
As of January 31, 2026 and 2025, for fixed income securities that were in unrealized loss positions, the Company has determined that (i) it does not have the intent to sell any of these investments and (ii) it is not more likely than not that it will be required to sell any of these investments before recovery of the entire amortized cost basis. In addition, as of January 31, 2026, the Company anticipates that it will recover the entire amortized cost basis of such fixed income securities before maturity.
Unrealized losses on the Company’s debt securities are not considered to be credit-related based upon an analysis that considered the extent to which the fair value is less than the amortized basis of a security, adverse conditions specifically related to the security, changes to credit rating of the instrument subsequent to Company purchase and the strength of the underlying collateral, if any.
Refer to Note 5, Fair Value Measurements, for addition information about the fair value of the Company’s short-term marketable securities.