BW Businessworld Sizzling Hot: Solar Stocks Set To End Pandemic Year At Record Highs The coming years could be even better for the U.S. solar industry, and industry research firm IBISWorld estimates total revenue could cross $19.4 billion in 2026, more than double this year's $8.23 billion. Photo Credit : Solar stocks dazzled in 2020 and looked set to wrap up a year ravaged by the COVID-19 pandemic with triple-digit gains amid a shift in focus to 'clean energy' as the outbreak decimated the global oil industry. Giving the rally a leg up was Joe Biden's victory in the November U.S. presidential election, along with the coronavirus aid and funding bill that extended solar tax credits by two years.