Overview

• The company announced broad availability of plug‑and‑play Blackwell Ultra offerings, including NVIDIA HGX B300 systems and GB300 NVL72 racks, pre‑validated for rapid data‑center deployment.
• Shares rose following the rollout, climbing about 4% in after‑hours trading Thursday and extending gains in early Friday action, according to market data.
• Supermicro says the new platforms deliver up to 7.5x performance versus the prior generation and target lower operating costs through higher efficiency and turnkey rack‑scale delivery.
• The product milestone arrives after an Aug. 5 earnings miss, when Super Micro reported Q4 revenue of roughly $5.76 billion and cut its fiscal 2026 revenue outlook to at least $33 billion, triggering an 18.3% selloff.
• Analyst sentiment remains cautious, with a consensus Hold rating and a mean price target near $47.6, including Citi’s $48 Hold.