Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Satcon Technology (Nasdaq: SATC) plummeted more than 20% Wednesday after the clean energy technologist's quarterly results and near-term sales outlook disappointed investors.

So what: Despite a 238% jump in revenue and improved gross margins, Satcon posted a fourth-quarter loss of $0.03 per share, while Wall Street was expecting a profit of $0.03 per share. More importantly, management's first-quarter revenue forecast of $65 million -$70 million also came in well below the average analyst estimate of $75 million.

Now what: I wouldn't be so quick to pounce on this plunge. The stock has been on fire over the past year, but management's disappointing guidance has Mr. Market questioning if there's a little too much optimism built into the price. Satcon's solar growth prospects certainly remain sunny, but I'd wait for an even cheaper price to buy into them.

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