Humana Inc.(NYSE:HUM): Argus increased its target on Humana after the company raised its guidance for Medicare enrollment growth in 2012 and reported better than expected growth in its Medicare Advantage business in Q4. The firm maintains a Buy rating.

Masimo Corporation(NASDAQ:MASI): Collins Stewart views Masimo’s in-line Q4 results as a positive and thinks the company’s guidance for 2012 may prove conservative. The firm calls Masimo its favorite small cap stock and reiterates a Buy rating on shares with a $26 price target.

Zynga (NASDAQ:ZNGA): Sterne Agee believes that Zynga’s decision to change its monetization metrics and its back-end loaded 2012 bookings guidance, along with the estimated 5% sequential decline in its game-related Q4 ARPU, are “red flags.” The firm continues to believe that the stock’s multiple will decline, and it reiterates an Underperform rating on the shares.

Potash Corp. of Saskatchewan, Inc.(NYSE:POT): Dahlman Rose said new producer inventory data indicates massive gains in potash inventories and slight declines phosphates. The firm expects Potash (NYSE:POT), Mosaic (NYSE:MOS) and Intrepid Potash (NYSE:IPI) shares to be pressured.

DARA BioSciences, Inc(NASDAQ:DARA): DARA BioSciences announced that it entered into an exclusive U.S. agreement with Uman Pharma Inc. for commercial rights to gemcitabine, DARA’s second newly licensed anticancer agent. In 2010, gemcitabine generated branded (GEMZAR-Eli Lilly) sales of $780 million, according to IMS data. It went off patent in 2011 in the U.S., and a year earlier in Europe. The drug is widely prescribed as first-line therapy for ovarian, breast, lung, and pancreatic cancers.

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To contact the reporter on this story: Derek Hoffman at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com

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