NEW YORK (TheStreet) -- The Apple (AAPL) iPhone is the No. 1 requested gift this holiday season, despite the release of the Pixel smartphone from Alphabet's (GOOGL) Google, according to Piper Jaffray.
The iPhone still trumps the Pixel phone because it's easier to get your hands on, Mizuho Securities analyst Abhey Lamba said on CNBC's "Squawk on the Street" on Tuesday morning. The firm has a buy rating and a $130 price target on the stock.
"This weekend I went phone shopping and had a hard time finding a Pixel I could even play with," Lamba noted.
People are "more familiar" with the iPhone and can get it easier, and so it will probably do "much better" than the Pixel, Lamba said.
Apple customers buy the company's products not for the hardware, but for the ecosystem that Apple provides them, said RBC Capital Markets analyst and additional show guest Amit Daryanani. He has an outperform rating and a $125 price target on the stock.
"Apple has an ecosystem that it provides to customers," he said. "I don't think that changes with a Pixel or some other Android competition."
However, the key for Apple's December quarter is that there are more "supply constraints" rather than "command-driven" constraints on the iPhone, Daryanani said. "That is going to be the biggest focus."
Separately, TheStreet Ratings objectively rated this stock according to its "risk-adjusted" total return prospect over a 12-month investment horizon. Not based on the news in any given day, the rating may differ from Jim Cramer's view or that of this article's author.