Interesting comparison. By DXCM's measure BEAT should carry at least a 1billion dollar valuation. I also think you identified a company that could potentially take them over. Something is happening behind the scenes, and those who know are buying.
I think you're right. Solar is hot again (no pun intended). Without a market downturn, I expect this will be over $100 sometime in 2016.
Beenlonging, what catalysts are you waiting for?