Bloom Energy shares rose after RBC Capital maintained its Outperform rating and $335 price target, citing Virginia’s 2026 Energy Plan and its potential to expand fuel-cell opportunities. The plan creates a non-combustion gas resource category, identifies fuel cells as a preferred near-term grid-reliability option and targets up to 5 gigawatts of capacity from 2029 through 2035. RBC analyst Christopher Dendrinos highlighted 18-to-24-month deployment timelines and reduced pipeline requirements compared with conventional gas generation. Barclays raised its Bloom price target from $276 to $308 after the company added a 158,000-square-foot manufacturing site in Fremont, California, which is projected to nearly double production capacity. Bloom shares reached about $297.59 intraday before trading 3.83% higher at $288.21 at publication, according to Benzinga Pro. The stock has gained more than 219% in 2026, supported by second-quarter revenue exceeding $1 billion for the first time and a raised full-year revenue forecast of $3.9 billion to $4.2 billion.