GE Vernova Flags $100M–$200M Tariff Cost Hit for 2026

GE Vernova told Reuters on July 22, 2026 that global tariffs would add $100M–$200M to its 2026 costs. The same disclosure came with a raised revenue forecast, driven by strong power demand. The stock is up nearly 60% year-to-date. The tariff range adds margin uncertainty — the question of whether rising sales can absorb higher costs — that investors must weigh against growth.