The leadership picked analyst day (and following a nice two month run up in the stock price) to bite-the-bullet and move down the baseline. Let the shareholders (which includes employees of course) take a short-term fall for what they believe is the only way to really move the price up over the next 18 months. And that 'way' is to beat expectations over at least 3-4 consecutive quarters. It's really only after about 3 'beats' that analysts start 'believing' your story and only then do you get on the conviction buy list.