Analyst Insights: Caterpillar Outlook Conservative, Chubb Weak, Goldman Says Buy Potash

Caterpillar Inc.(NYSE:CAT): After Caterpillar reported higher than expected Q4 EPS and provided stronger than expected 2012 EPS guidance, Wells Fargo views the company’s guidance as conservative and maintains an Outperform rating on the stock.

The Chubb Corporation(NYSE:CB): Deutsche Bank believes Chubb’s (NYSE:CB) weaker than expected 2012 guidance could cause a sell-off in the Property & Casualty insurance sector. The firm believes Chubb’s low premium growth guidance and reduced capital return outlook is likely being experienced by the company’s peers.

Cirrus Logic Inc.(NASDAQ:CRUS): Needham raised its estimates and price target for Cirrus Logic following the company’s Q3 results and reiterates a Strong Buy rating on the stock. The firm believes the company’s gross margin guidance of 54%-56% which underscores a firm average selling price at Apple.

Covance Inc.(NYSE:CVD): After Covance reported Q4 results that Wells Fargo views as disappointing, the firm reduced its valuation range on the stock to $48-$50 from $55-$57. However, the firm thinks that there is a greater chance of the company beating reset expectations than missing them going forward, and it maintains an Outperform rating on the stock.

Potash Corp. of Saskatchewan, Inc.(NYSE:POT): Goldman believes sentiment for Potash is near a bottom and that downside is limited. The firm continues to expects a strong U.S. spring application season to drive shares higher. Shares are Buy rated.

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To contact the reporter on this story: Derek Hoffman at

To contact the editor responsible for this story: Damien Hoffman at