Solar earnings season is in high gear. (I've covered First Solar's (NASDAQ: FSLR) improved guidance, SunPower's (NASDAQ: SPWR) reduced guidance, Vivint Solar's (NYSE: VSLR) transition to solar sales, and Sunrun's (NASDAQ: RUN) growth in depth.) Companies are facing ups or downs, depending on their market segment, but so far this year, the overall solar industry is much stronger than we expected, and will get stronger going forward -- unless there's an unexpected disruption (which I'll cover below).
Next week, all eyes should be on the Section 201 trade case being considered by the U.S. government. Opening arguments for the case that could upend the solar industry as we know it begin Tuesday.
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Source: Fool.com