If any sector is prone to swings, it is the clean energy sector, and this year has been no exception. The Intersolar tradeshow was recently held in San Francisco, and the research team from Deutsche Bank reports that the overall tone of their meetings was constructive, with most companies pointing to robust demand in the U.S. residential and commercial markets. They also see a recovery in China and other international markets that could mark the second half of 2014.

Despite some Wall Street concerns about a sharp third-quarter slowdown, the Deutsche Bank analysts believe that U.S. demand is stable in the second half of the year. With strong residential sales supporting the overall sector, investors who buy the top names now may be very pleased when December rolls around.

Here are the top clean energy solar stocks rated Buy at Deutsche Bank.

SunPower Corp. (NASDAQ: SPWR) leads off the Deutsche Bank list. The company offers solar power products, including panels, balance of system components and inverters. It also designs, manufactures and sells high-performance rooftop and ground-mounted solar power systems, as well as utility-scale photovoltaic power plants.

In addition, the company offers operations and maintenance services, including remote monitoring, preventative and corrective maintenance services, as well as rapid-response outage restoration and inverter repair services. The Deutsche Bank price target for the stock is $38, and the Thomson/First Call consensus target is $38.96. SunPower closed Thursday at $38.16 a share.

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SunEdison Inc. (NYSE: SUNE) is rated a top pick at Deutsche Bank, where analysts point to continued positive risk-reward and expect a successful YieldCo IPO to act as a positive catalyst. The company said Thursday it was embarking on a project to bring solar-power micro grids to rural India. It will build and operate the facilities beginning in in September and transfer them to a public entity after five years.

The Deutsche Bank target for SunEdison was not indicated in the research report; however, the consensus target is set at $25.67. Shares closed Thursday at $23.23.

SolarCity Corp. (NASDAQ: SCTY) is a pure-play leader in the fast growth, roof-top solar as a service market. With many long-term contracts providing visibility into future cash flows, it is a top name for risk tolerant investors to own. Deutsche Bank has a gigantic $90 price target for the stock. The consensus target is huge as well at $83.67. SolarCity closed Thursday at $65.58. A move to the aggressive Deutsche Bank target would be a large 40% gain.

Trina Solar Ltd. (NYSE: TSL) is a global leader in photovoltaic (PV) modules, solutions and services. Founded in 1997 as a PV system integrator, Trina Solar today drives smart energy together with installers, distributors, utilities and developers worldwide. Aggressive investors could buy a half position in front of next week’s earnings report. The Deutsche Bank price target is $15. The consensus estimate is higher at $18.95. Trina ended Thursday at $11.40.

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Yingli Green Energy Holding Co. (NYSE: YGE) may be the ideal stock for aggressive investors looking to acquire a large share position. The company is the world’s largest PV module manufacturer in terms of production capacity and shipments. Yingli Green Energy’s manufacturing covers the photovoltaic value chain from ingot casting and wafering through solar cell production and module assembly.

Deutsche Bank has a $6 price target on the stock, while the consensus target is less than that at $4.89. The stock closed Thursday at $3.17. A move to the Deutsche Bank target would be a 90% plus gain for shareholders.

With demand ramping up, and expectations very muted, know may be the time for aggressive account to add one or more of these top names to buy. Residential housing growth may only add fuel to what may turn out to be a pretty big fire.

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