Here's the problem with their $20M higher guidance: it's still below the average analyst's projection. They guided 1.43 to 1.47 billion. The average analyst was projecting 1.49 billion. In other words, the top end of their raised guidance is still $20 million below consensus.
And when your stock trades at 100 times forward projections, the street is telling you that you are expected to beat forward projections soundly. The high end of estimates is $130 million higher than consensus.
Expect those estimates to start coming down tomorrow, along with growth targets, price targets, and ratings.