In a new report, Macquarie analyst Gurpreet Gujral explains why now is the time to be buying First Solar and SunPower. Macquarie sees a major trend in the solar industry that will make 2016 a big year for the two companies.

DG Revolution

According to Macquarie’s research, commercial-scale solar photovoltaic (PV) is on the cusp of parity with grid power in many regions. As solar installation costs continue to fall, Gujral predicts that by 2018, solar power will be cheaper for commercial-scale users in many parts of the U.S., Japan, and Europe than grid power.

“We believe we are at the start of a distributed generation (DG) revolution that will have a far-reaching impact for many industries,” he explained.

SunPower Well Positioned

Gujral believes…

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