NEW YORK ( TheStreet) -- SolarCity ( SCTY) is going to be the most controversial play on the market today, after jumping 23% Friday because it said business is good. The company didn't announce results, but "metrics." It said it installed 78 megawatts of power during the third quarter, and is on track to install 278 MW for the full year, and about 500 MW next year. It didn't say how much money it would make from all this, and in fact it has only come near to breaking even once, in the fourth quarter of 2012. Institute for Local Self Reliance indicates there will be more than 16,000 megawatts of production there this year from commercial and residential installations, 6.9% of the total market, with the state's utilities targeting 20% of their load from solar overall.