The company, which deployed a record 78MW during the third quarter, reaffirmed its intention to install 475MW-525MW in 2014 – up from an expected 278MW this year.

SolarCity believes it holds a more than 26% share of the booming US residential PV market, larger than its next eight competitors combined.

SolarCity shares pulled back nearly 5% yesterday as the company revealed its third-quarter results, and look headed for an even sharper drop today.

Analysts