Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. First Solar (FSLR) upgraded to Outperform from Market Perform at Raymond James with analyst Pavel Molchanov saying this is the first time since 2010 that he is turning positive on First Solar, saying the backdrop is the best all-around investor sentiment on clean tech in more than a decade. 2. TC Energy (TRP) upgraded to Neutral from Sell at Goldman Sachs with analyst Michael Lapides citing lower balance sheet concerns due to asset sales, a high proportion of EBITDA from its low risk, but solid growth gas pipeline business in Western Canada, and to reflect more accurately historical trading trends. 3. Keurig Dr Pepper (KDP) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Dara Mohsenian saying the stock is up only 5% over the last year, which lags its closest peers Coca-Cola (KO) and Pepsi (PEP) as well as the broader Consumer Packaged Goods peer group and the S&P, noted Mohsenian, who now thinks Keurig's valuation better reflects its lower growth profile and higher risks compared to is peers. 4. Builders FirstSource (BLDR) upgraded to Outperform from Sector Perform at RBC Capital and to Buy from Hold at Benchmark. 5. Teck Resources (TECK) upgraded to Neutral from Underperform at BofA with analyst Timna Tanners saying Friday's 15% selloff has brought the shares to levels not seen since April 2016. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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Wells Fargo upgraded First Solar to Overweight from Equal Weight with a price target of $250, up from $187. The firm says that as the solar sector continues to struggle due to several headwinds, it is getting more defensive with its ratings. Wells upgrade First Solar due to its relative stability and several potential catalysts. The firm downgraded Sunnova Energy (NOVA) as interest rates may stay higher for longer. First Solar is sold out through 2026, which provides near-term earnings stability, the analyst tells investors in a research note. The firm also sees a number of potential catalysts on the horizon from the lifting of bifacial exemptions, further trade barriers on Chinese panels, restricting Inflation Reduction Act credits and a potential Trump presidency.

After Reuters reported that a request to remove the bifacial panel exemption in the Section 201 tariff is expected to be granted by the Biden Administration, RBC Capital said that, if granted, the removal of the bifacial panel exemption would be a positive development for First Solar and solar OEMs with domestic manufacturing. The firm, which believes the removal of the exemption would be supportive of demand for domestic manufactured products and supportive of pricing, has an Outperform rating and $195 price target on First Solar shares.