Solar energy should get a boost this year with a new administration focused on encouraging renewable energy. But not all solar firm stocks will benefit. Goldman Sachs cut First Solar (FSLR) to Sell with an $81 price target, seeing a 16% drop from Monday’s closing price after rising 61% over one year. At the same time, Goldman raised Enphase Energy (ENPH) to Buy with a $232 price target, a 32% gain from Monday’s close after rising 513% over one year. It’s a tale of two growth stories, the bank said. First Solar’s earnings and revenue have already peaked for this cycle, Goldman analyst Brian Lee said in a note on Monday night. Margins are expected to peak in the first half of this year. The data is compiled from : www.barrons.com/