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 Suntech Power Holdings (NYSE: STP) are up significantly today, gaining more than 11% from Friday's close.

So What: British analyst firm Collins Stewart upgraded both Suntech and JinkoSolar Holding (NYSE: JKS) to "buy" from "hold" this morning, sending both stocks skyward. Citing "higher modules prices, a higher Euro and better visibility," the firm set Suntech's target price at $12 per share, about 18% ahead of where the stock stands today.

Now What: Solar power has been a theoretically hot commodity for years, without translating that business strength into matching shareholder returns. If this upgrade is a sign, Suntech is still far from a best-of-breed company: Jinko and 800-pound gorilla First Solar (Nasdaq: FSLR) both crush Suntech's margins, for example. In a rapidly consolidating solar industry, I'm not sure Suntech looks like great buyout bait.

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Fool contributor Anders Bylund holds no position in any of the companies discussed here. First Solar and Suntech Power Holdings are Motley Fool Rule Breakers picks. Try any of our Foolish newsletter services free for 30 days. True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. The Fool is investors writing for investors.