RE:IR is directing the news ....I think ultimately they get criticized for the low share price, whether the reason is poor engagement with the market or results not quite following what we believe the narrative of "unprecedented" demand and opportunities suggests in the context of a company having a decent client base of companies that spend hundreds of millions or billions in capital spending per year.
All indications are that leadership is underperforming for the shareholders, by several miles, as the saying goes.
The criticism is fair IMO.