The market is concerned about SunEdison/Terraform's acquisition spree. After spending some $5 billion on First Wind, Invenergy and others, are looking for results.
"Investors have become accustomed to SunEdison and TerraForm's frequent upgrades to guidance. While the latest acquisition was another step in the right direction, additional announcements related to acquisitions or guidance upgrades could lead towards even more muted response. That's because Shareholders want to see the fruits of their investments as higher returns. The focus now seems to be shifting on execution - the management's ability to deliver on its promises..."