I don't think this is the case. If STP hits the #s I think we do just fine. The solar sector should come back into favor next week, I think STP should definitely be above 50 by earnings. I'm long calls this stock is way too cheap. CSIQ my favorite solar for the record.
Chances are good for blowout earnings on STP. They have a history of beating earnings and it a very well run company. They had a storm in Jan that may cut into projections but it is was a short term, one time event.
Since STP did not issue more shares in the quarter like others such as YGE, SOLF and TSL, STP will doing okay at the earning. YGE goesd down today because it missed the expetation by 2 cents (15 cents vs 17 cents). Two cents is due to more issused shares. YGE earning proves that China solar companies can report subtantial increase in revenue and profit margin can improve a bit. STP will go up after earning. Look forward to 55+