Nvidia's stock could pull back as much as 11% after earnings, Bank of America's Vivek Arya wrote. Nvidia's rapid ascendance in mega-cap valuations keeps it a top pick for Bank of America research analyst Vivek Arya — but the stock could be in for a significant pullback, he wrote on Thursday. The chipmaker is set to report its earnings on February 21, and investors have not held back on bullish expectations. Buy-side estimates for Nvidia stand 9% above consensus, at $21.7 billion for the fourth quarter.