Thanks for your comments ravalos.
odyd, ravalos, my guess on the surge is general stock market exuberance. With high demand for stocks there is a valuation risk building up and the market is now likely getting into the mode of looking for stocks with less valuation risk (not too extended PB and PS for example) e.g. due discount from near-term operational risks. It seems the market just discovered something to tap in the solar sector in its hunt for more stock.
Let me just add that it is not just the expected Trump fiscal stimulus policy fueling an already up to speed US economy that is sending stocks higher. Globally, especially in Europe, there's been US inspired monetary fueling by central banks going on for a long enough time now to finally see the economies here heating up significantly. Add a solid China and we have a global economy that has just woken up from a long slumber. The chase for stocks might seem irrational now from near-term sector and company specific perspectives. Things cheap and not on the verge of bankruptcies might surge as low priced books are appreciated on assumptions that they will grow when the tide lifts all boats. Also remember that solar is dependent on positive sentiment causing households and companies to take the risk to invest surplus in rooftop panels etc., so the market likely expects the heated global economy to eventually push the supply-demand balance to a (panel) seller's market from the current buyer's market. It's a risk-on market and the solar sector benefits from it despite its near-term glut issue.