Who knows if there is validity...but....just keep in the back of your mind that rumors are often floated because someone (Deutsche Bank?) has an agenda. Maybe they want a better entry on the buy side. All that's certain in the next few months is that volatility will rise.
first off, what is considered missing? If they miss ridiculous street expectations, the stock will take a minor hit. If they miss their own guidance, it would get slaughtered. No doubt about it. And im long but that would send me directly out of the stock. Remember folks, last quarter they "missed" by about 10 cents on a lofty street consensus. That wasnt really missing at all.