We can debate whether a company should be measured against a shakey consensus earnings estimate. However, that would be a waste of time. Since the stock has been trimmed back, it makes more sense to figure out whether there is anything happening at the solar panel installer that makes sensible a contrarian, long position.
As impressive as all these numbers might appear, for me it is really not enough to get involved with SolarCity. I need to know the company is running an efficient operation. SolarCity has this unusual business model with revenue coming from sales of solar systems as well as recurring payments from leased systems. Financing is a key driver of both revenue streams.