Last week, I spotted two reasons for solar investors to sweat, pointing to a pair of tech titans making the lateral move from similar industries. Monday saw the entrance of yet another heavyweight.
Get used to it, Fools -- these barbarians will keep storming the solar gate. They're well capitalized and hungry for growth, especially in light of the global recession's impact on their traditional lines of business.
Speaking of capitalization, some solar firms have recently sought to bolster theirs by various means. ReneSola
Analysts lost some enthusiasm for two solar-related outfits this week. JPMorgan Chase chopped its price target on MEMC Electronic Materials
Finally, on the utility front, PG&E
Fool contributor Toby Shute doesn't have a position in any company mentioned. Check out his CAPS profile or follow his articles using Twitter or RSS. First Solar is a Motley Fool Rule Breakers recommendation. Try any of our Foolish newsletters today, free for 30 days. The Motley Fool has a disclosure policy.