Can they keep up with expectations? If they could, $38 would still already be "priced in" at this price multiplier. I remember Cramer saying play defense and sell P/E over 50 at the same time pump AKAM (I don't think he really understands the business or mislead by cloud computing which is not computing with water vapors).
Get out of the stock while you still can. Guidance lowered and will tank for the next 3 months.