First Solar, Inc.

Sunnova Energy International Inc.

Solar panel maker First Solar, which focuses on the utility sector, has a "unique advantage" in the face of import restrictions from China, according to analysts at Jefferies. They recommended investors buy the company's stock while downgrading home solar panel installer Sunrun. The home solar systems sector has fallen on hard times, with one of the largest companies declaring bankruptcy this week. Wall Street warns that an early repeal of tax credits being debated in Congress would "wipe out at least half the market."&nbsp;