It speaks to some degree of confidence on the company's part.
Their earnings are in line with expectations for this quarter and the next, but there was no upside and the stock was priced for some degree of upside.
How do you do better than that? ... And if next step is down, do you want to own the stock? Their challenge is trying to convince investors and analysts that there is no reason for margins to deteriorate. To some degree they are a victim of their own success.